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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310844 | Investment Management | $125,047 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $68,209 |
BENESYS, INC.6+ years Service code 12 · EIN 38-6058023 | Direct payment from the plan; Claims ... | $52,472 |
Filed as: GREAT LAKES Service code 28 231 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Investment Management | $51,131 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS Service code 19 111 E. KILBORN #200 · MILWAUKEE, WI 53202 | Securities Custodian | $41,689 |
CUNI, RUST & STRENK6+ years Service code 11 4555 FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $39,450 |
WESTERN1 year Service code 28 620 8TH AVENUE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $17,189 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE INTERNATIONAL Service code 28 5900 SOUTHWEST · AUSTIN, TX 78735 | Investment Management | $15,767 |
ASCENSUS LLC6+ years Filed as: LEDBETTER PARISI LLC Service code 22 · EIN 03-0599899 | Insurance Broker | $14,564 |
Filed as: WRUBEL WESLEY & COMPANY C.P.A'S Service code 10 · EIN 38-2574238 | Accounting | $12,004 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 27.85% | 17.53%+10.3pp | 11.08%+16.8pp | 11.84%+16.0pp |
| Employer contribution / active EE | $19,149 | $12,005+59.5% | $28,418-32.6% | $17,339+10.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |