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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $288,582 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $58,682 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET · CINCINNATI, OH 44114 | Investment Management | $57,322 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 10 SOUTH BROADWAY · CHICAGO, IL 60606 | Investment Management | $56,938 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $55,963 |
UMR1+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $53,784 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 5900 SOUTH BROADWAY · AUSTIN, TX 78735 | Investment Management | $53,287 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 94-2480161 PO BOX 997152 · SACRAMENTO, CA 95899 | Investment Management | $26,753 |
FRANK N HESTAND CPA PSC1+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $14,000 |
MANLEY BURKE1+ years Service code 29 · EIN 31-4578691 222 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $13,116 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 4.10% | 10.24%-6.1pp | 22.78%-18.7pp | 5.13%-1.0pp |
| Employer contribution / active EE | $5,308 | $2,598+104.3% | $3,574+48.5% | $1,974+168.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |