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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $201,622 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 | Contract Administrator | $123,024 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $99,918 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC Service code 28 1555 PEACHTREE STREET, NE STE 1800 · ATLANTA, GA 30309 | Investment Management | $51,607 |
VENABLE LAW FIRM3 years Service code 29 · EIN 59-1824867 | Legal | $34,194 |
PLUMBERS LOCAL UNION NO. 6903 years Filed as: PLUMBERS AND PIPEFITTERS LOCAL 123 Service code 49 3601 MCINTOSH RD · DOVER, FL 33527 | Other Services | $29,295 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $22,132 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $17,631 |
FOUNDRY PARTNERS10+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $13,119 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 21 214 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Bank Trustee | $5,525 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.05% | 11.08%-3.0pp | 8.10%-0.1pp | 8.76%-0.7pp |
| Employer contribution / active EE | $12,892 | $13,910-7.3% | $28,649-55.0% | $16,664-22.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |