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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $112,015 |
TIC INTERNATIONAL CORPORATION4+ years Filed as: TIC INTERNATIONAL CORP. Service code 10 · EIN 13-2600875 | Accounting | $32,009 |
Filed as: NOVARA TESIJA & CATENACCI, PLLC Service code 29 · EIN 38-2823147 | Legal | $29,217 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $14,500 |
Service code 10 · EIN 38-2284921 | Accounting | $13,400 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INVESTORS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE., 48TH FLR · NEW YORK, NY 10009 | Investment Management | $0 |
Filed as: CONFLUENCE INVESTMETN MANAGEMENT Service code 28 20 ALLEN AVE 300 · WEBSTER GROVES, MO 63119 | Investment Management | $0 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CAPTIAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST, 2300 · ATLANTA, GA 30309 | Investment Management | $0 |
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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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 37.9%-37.9pp | 13.0%-13.0pp |
| Annual return | 5.88% | 10.76%-4.9pp | 10.56%-4.7pp | 13.59%-7.7pp |
| Employer contribution / active EE | $10,478 | $10,184+2.9% | $30,199-65.3% | $14,592-28.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |