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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $173,024 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST INVESTMENT ADVISO Service code 18 · EIN 52-2037618 7501 WISCONSIN AVE1500W · BETHESDA, MD 20814 | Custodial (other than securities) | $85,862 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY560 · ATLANTA, GA 30338 | Actuarial | $81,020 |
NATIONAL EMPLOYEE BENEFIT ADMIN6+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 64-0498809 2010 NW 150TH AVE 100 · PEMBROKE PINES, FL 33028 | Contract Administrator | $51,633 |
VENABLE LLP6+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N 56TH ST, STE 380 · TAMPA, FL 33617 | Legal | $19,500 |
Filed as: JOHN HANCOCK Service code 72 · EIN 01-0233346 164 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Other investment fees and expenses | $12,086 |
Service code 19 · EIN 27-3335948 1 MARKET STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $10,209 |
KSDT & CO, LLC.6+ years Filed as: KSDT & CO, LLC Service code 10 · EIN 26-0547877 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $9,100 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 10.92% | 17.53%-6.6pp | 11.08%-0.2pp | 11.84%-0.9pp |
| Employer contribution / active EE | $12,834 | $12,005+6.9% | $28,418-54.8% | $17,339-26.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |