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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 800 E 96TH ST STE 400 · INDIANAPOLIS, IN 46240 | Securities Custodian | $191,151 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $98,304 |
RBC GLOBAL ASSET MANAGEMENT10+ years Service code 19 · EIN 41-1460668 P.O. BOX 9195 · MINNEAPOLIS, MN 55480 | Securities Custodian | $59,427 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 · EIN 56-1557450 301 S. COLLEGE ST 2920 · CHARLOTTE, NC 28202 | Investment Management | $37,371 |
GORDON ASSET MANAGEMENT1 year Filed as: GORDON LAW LLC Service code 29 386 BEACONSFIELD DRIVE · SHARPSBURG, GA 30277 | Legal | $22,723 |
UNITED ACTUARIAL SERVCIES10+ years Filed as: UNITED ACTUARIAL SERVICE Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST 610 · CARMEL, IN 46032 | Actuarial | $20,775 |
KSDT & CO, LLC.1 year Filed as: KSDT & CO, LLC Service code 10 · EIN 26-0547877 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $18,400 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 10 S WACKER DR 3500 · CHICAGO, IL 60606 | Investment Management | $18,285 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH 409 · MINNEAPOLIS, MN 55403 | Investment Management | $13,437 |
Filed as: IRONWOOD PARTNERS Service code 19 ONE MARKET PLAZA, 2500 · SAN FRANCISCO, CA 94105 | Securities Custodian | $0 |
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Employer contribution per participant 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 | 8.99% | 11.08%-2.1pp | 8.10%+0.9pp | 8.76%+0.2pp |
| Employer contribution / active EE | $1,262 | $13,910-90.9% | $28,649-95.6% | $16,650-92.4% |
| 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% | - |