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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J P MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $576,749 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $365,014 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $213,785 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER, ROSE ETAL Service code 29 · EIN 13-1840454 | Legal | $181,412 |
BRADFORD & MARZEC1+ years Filed as: BRADFORD-MARZEC Service code 28 · EIN 26-1870753 | Investment Management | $173,256 |
SPIVAK LIPTON LLP1+ years Filed as: SPIVAK, LIPTON & ETAL Service code 29 · EIN 13-2841050 | Legal | $171,494 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $122,243 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $102,559 |
Filed as: INSTITUTIONAL CAPITAL Service code 28 · EIN 36-3797034 | Investment Management | $82,419 |
Filed as: GALLAGHER FIDUCIARY SERVICE Service code 27 · EIN 13-3406417 | Advisory (Plan) | $78,963 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.06% | -0.09%0pp | -0.81%+0.8pp | 1.67%-1.7pp |
| Employer contribution / active EE | $9,879 | $11,440-13.6% | $38,425-74.3% | $10,506-6.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |