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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $74,308 |
Filed as: NOVARA TESIJA & CATENACCI, PLLC Service code 29 · EIN 38-2823147 | Legal | $41,909 |
Filed as: TIC INTERNATIONAL, CORP Service code 10 · EIN 13-2600875 | Accounting | $34,629 |
UNITED ACTUARIAL SERVCIES3 years Service code 11 · EIN 35-2156428 | Actuarial | $17,500 |
Service code 10 · EIN 38-2284921 | Accounting | $15,750 |
FRANKLIN TEMPLETON6 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE., 48TH FLR · NEW YORK, NY 10009 | Investment Management | $0 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 28 20 ALLEN AVE 300 · WEBSTER GROVES, MO 63119 | Investment Management | $0 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
EARNEST PARTNERS, LLC6 years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST, 2300 · ATLANTA, GA 30309 | Investment Management | $0 |
INVESCO6 years Service code 28 P.O. BOX 219078 · KANSAS CITY, MO 641219078 | Investment Management | $0 |
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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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 0.91% | 14.18%-13.3pp | 20.18%-19.3pp | 9.89%-9.0pp |
| Employer contribution / active EE | $9,923 | $10,771-7.9% | $29,108-65.9% | $14,313-30.7% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |