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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $553,704 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $89,916 |
FIRST STATE TRUST COMPANY10+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $87,222 |
SONYA IVETTE RIVERA1 year Filed as: SONYA HOWARD Service code 14 · EIN 35-6028684 | Plan Administrator | $34,544 |
CYNTHIA JONES-BROOKS1 year Filed as: CYNTHIA PITMAN Service code 16 2828 EAST 45TH STREET · INDIANAPOLIS, IN 46205 | Consulting | $34,300 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $29,636 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 | Legal | $27,704 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $25,501 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 71 S. WACKER DRIVE, SUITE 800 · CHICAGO, IL 60606 | Investment Management | $11,946 |
KMR SYSTEMS CORP1 year Filed as: KMR SYSTEMS CORPORATION Service code 49 · EIN 13-3192128 | Other Services | $7,365 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.60% | 11.08%-1.5pp | 8.10%+1.5pp | 8.76%+0.8pp |
| Employer contribution / active EE | $12,220 | $13,910-12.1% | $28,649-57.3% | $16,664-26.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |