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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $1,547,094 |
Service code 28 · EIN 91-1042342 | Investment Management | $1,003,638 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 47-1598558 | Investment Management | $665,833 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $530,906 |
Service code 11 · EIN 26-1370698 | Actuarial | $505,489 |
ZUCKERMAN SPAEDER LLP2 years Service code 29 · EIN 52-1112263 | Legal | $447,188 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE MANAGEMENT BUSINESS TRUST Service code 28 · EIN 23-3061021 | Investment Management | $377,929 |
EARNEST PARTNERS, LLC1 year Service code 28 · EIN 58-2386669 | Investment Management | $273,854 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $260,589 |
COMERICA BANK4 years Service code 19 · EIN 42-1741646 | Securities Custodian | $253,783 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.93% | -14.80%+4.9pp | -5.85%-4.1pp | -14.80%+4.9pp |
| Employer contribution / active EE | $24,280 | $8,996+169.9% | $31,839-23.7% | $8,996+169.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |