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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310844 | Investment Management | $247,921 |
ASB CAPITAL MANAGEMENT4+ years Service code 12 · EIN 80-0618452 | Claims processing; Direct payment fro... | $66,693 |
BENESYS, INC.2 years Filed as: BENESYS INC. Service code 12 · EIN 38-6058023 | Copying and duplicating; Other servic... | $52,567 |
CUNI, RUST & STRENK4+ years Service code 11 4555 FOREST DRIVE SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $42,750 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS Service code 19 111 E. KILBORN #200 · MILWAUKEE, WI 53202 | Securities Custodian | $31,834 |
ASCENSUS LLC4+ years Filed as: LEDBETTER PARISI LLC Service code 22 · EIN 03-0599899 | Insurance Broker | $20,860 |
Service code 10 · EIN 38-2574238 | Accounting | $10,950 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 4.90% | 11.52%-6.6pp | 10.56%-5.7pp | 16.32%-11.4pp |
| Employer contribution / active EE | $15,002 | $11,821+26.9% | $30,197-50.3% | $17,007-11.8% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |