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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $153,404 |
UMR4+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $43,938 |
THE SEGAL COMPANY4+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S. WACKER DR. STE 3500 · CHICAGO, IL 60606 | Investment Management | $14,003 |
FRANK N HESTAND CPA PSC4+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $12,000 |
Filed as: OSBORNE CARRIERO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITOL,STE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $12,000 |
SAGE ADVISORY SERVICES2 years Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $8,216 |
Filed as: GENESIS BENEFIT SOLUTIONS INC Service code 17 7007 GRAHAM RD. 208 · INDIANAPOLIS, IN 46220 | Pension Consulting | $5,004 |
JOHN F. DASCOLI, PLLC4+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $4,150 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,587-100.0% | $63,107-100.0% | $33,587-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 71.4%-71.4pp | 24.3%-24.3pp |
| Annual return | -4.64% | -0.38%-4.3pp | 2.72%-7.4pp | -0.38%-4.3pp |
| Employer contribution / active EE | $5,993 | $6,100-1.8% | $10,601-43.5% | $6,100-1.8% |
| Participant deferral / active EE | $0 | $2,584-100.0% | $2,250-100.0% | $2,584-100.0% |
| Admin fee / account holder | $0 | $0 | $27-100.0% | - |