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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $232,015 |
WHITESTAR ADVISORS, LLC3 years Service code 28 902 CLINT MOORE RD 104 · BOCA RATON, FL 33487 | Investment Management | $41,512 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 28 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Management | $36,379 |
PENN CAPITAL MANAGEMENT6+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC Service code 28 · EIN 22-2796848 THREE CRESCENT DR 400 · PHILADELPHIA, PA 19112 | Investment Management | $30,715 |
DANIELS, IRWIN & AYLOR3 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST, 112 · MADISON, TN 37115 | Accounting | $25,150 |
MONEY CONCEPTS CAPITAL CORP3 years Filed as: MONEY MARKET, MUTUAL & ETFS Service code 19 | 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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 11.07% | 6.82%+4.2pp | 8.01%+3.1pp | 12.86%-1.8pp |
| Employer contribution / active EE | $7,988 | $12,695-37.1% | $29,475-72.9% | $13,687-41.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |