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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $290,401 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $64,876 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $58,034 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET · CINCINNATI, OH 44114 | Investment Management | $57,011 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 10 SOUTH BROADWAY · CHICAGO, IL 60606 | Investment Management | $54,279 |
UMR2+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $52,123 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 5900 SOUTH BROADWAY · AUSTIN, TX 78735 | Investment Management | $50,843 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 94-2480161 PO BOX 997152 · SACRAMENTO, CA 95899 | Investment Management | $28,469 |
Service code 28 600 UNIVERSITY STREET · SEATTLE, WA 98101 | Investment Management | $20,037 |
MANLEY BURKE2+ years Service code 29 · EIN 31-4578691 222 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $14,113 |
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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 | $60,545-100.0% | $92,239-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 3.78% | 19.71%-15.9pp | 176.29%-172.5pp | 27571.02%-27567.2pp |
| Employer contribution / active EE | $3,825 | $2,633+45.3% | $3,680+4.0% | $2,032+88.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |