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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 28 · EIN 26-4310632 | Investment Management | $356,112 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 101 YGNACIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $321,848 |
KAUFMANN & GOBLE7+ years Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 15 · EIN 94-2614826 | Recordkeeping | $161,046 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $131,486 |
CAMBIAR INVESTORS LLC7+ years Service code 28 · EIN 84-1596610 | Investment Management | $127,666 |
GARCIA HAMILTON & ASSOCIATES7+ years Filed as: GARCIA HAMILTON & ASSOCIATES L.P. Service code 28 · EIN 76-0589652 | Investment Management | $119,852 |
UNITED ADMINISTRATIVE SERVICES7+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $96,585 |
BLACKROCK2 years Service code 28 · EIN 32-0174431 | Investment Management | $90,133 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 | Participant communication; Custodial ... | $83,410 |
WEDGEWOOD PARTNERS INC2 years Filed as: WEDGEWOOD PARTNERS Service code 28 9909 CLAYTON RD · SAINT LOUIS, MO 63124 | Investment Management | $56,100 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,770-100.0% | $109,191-100.0% | $93,010-100.0% |
| Participation rate | 0.0% | 81.5%-81.5pp | 75.9%-75.9pp | 73.9%-73.9pp |
| Annual return | 15.04% | 60.64%-45.6pp | 25.76%-10.7pp | 158.70%-143.7pp |
| Employer contribution / active EE | $12,401 | $3,780+228.1% | $3,723+233.1% | $2,705+358.4% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $6,756-100.0% | $152-100.0% |