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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310844 | Securities Custodian | $118,937 |
BENESYS, INC.7 years Filed as: BENESYS INC. Service code 12 · EIN 38-6058023 | Contract Administrator; Participant c... | $56,859 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVE. SUITE #1500W · BETHESDA, MD 20814 | Investment Management | $54,480 |
CUNI, RUST & STRENK9+ years Service code 11 · EIN 31-1227755 | Actuarial | $48,842 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES SMD Service code 28 231 SOUTH LASALLE ST. 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $30,794 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS Service code 19 111 E. KILBORN #200 · MILWAUKEE, WI 53202 | Securities Custodian | $19,315 |
ASCENSUS LLC9+ years Filed as: LEDBETTER PARISI LLC Service code 22 · EIN 03-0599899 | Insurance Broker | $17,260 |
DELAWARE INVESTMENTS4 years Filed as: DELAWARE Service code 28 610 MARKET STREET · PHILADELPHIA, PA 191062354 | Investment Management | $14,324 |
Filed as: WRUBEL WESLEY & CO C.P.A.'S Service code 28 · EIN 38-2574238 | Investment Management | $13,750 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE Service code 28 11100 SANTA MONICA BLVD. SUITE #170 · LOS ANGELES, CA 90025 | Investment Management | $12,770 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 6.76% | 11.01%-4.2pp | 8.10%-1.3pp | 7.66%-0.9pp |
| Employer contribution / active EE | $22,860 | $13,413+70.4% | $28,665-20.3% | $20,614+10.9% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |