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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310844 | Investment Management | $248,576 |
ASB CAPITAL MANAGEMENT3+ years Service code 12 · EIN 80-0618452 | Direct payment from the plan; Claims ... | $63,486 |
BENESYS, INC.1 year Filed as: BENESYS INC. Service code 13 · EIN 38-6058023 | Contract Administrator | $53,666 |
CUNI, RUST & STRENK3+ years Service code 11 4555 FOREST DRIVE SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $45,683 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS Service code 19 111 E. KILBORN #200 · MILWAUKEE, WI 53202 | Securities Custodian | $25,093 |
ASCENSUS LLC3+ years Filed as: LEDBETTER PARISI LLC Service code 22 · EIN 03-0599899 | Insurance Broker | $21,538 |
Service code 10 · EIN 38-2574238 | Accounting | $10,650 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 7.71% | 1.05%+6.7pp | -752.26%+760.0pp | -0.69%+8.4pp |
| Employer contribution / active EE | $12,490 | $11,363+9.9% | $31,802-60.7% | $16,786-25.6% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |