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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $676,134 |
Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $312,847 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $261,918 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1835864 | Actuarial | $190,675 |
BRADFORD & MARZEC1 year Filed as: BRADFORD AND MARZEC Service code 28 · EIN 26-1870753 | Investment Management | $175,402 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $149,145 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $134,190 |
SPIVAK LIPTON LLP1 year Service code 29 · EIN 13-3494495 | Legal | $125,386 |
NB ALTERNATIVE ADVISORS LLC2 years Service code 28 · EIN 30-0536163 | Investment Management | $90,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $77,800 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 14.29% | 12.92%+1.4pp | 10.36%+3.9pp | 17.84%-3.6pp |
| Employer contribution / active EE | $9,008 | $14,070-36.0% | $37,738-76.1% | $14,688-38.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |