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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $794,827 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $417,797 |
Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $248,005 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $165,116 |
SPIVAK LIPTON LLP3 years Service code 29 · EIN 13-3494495 | Legal | $163,260 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $148,079 |
Service code 28 · EIN 47-5209018 | Investment Management | $142,684 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 01-3183864 | Actuarial | $136,448 |
SCOTT COOL5+ years Service code 30 · EIN 13-6414973 | Direct payment from the plan; Employe... | $118,824 |
MARIANN ZAPPALLA1 year Service code 30 · EIN 13-6414973 | Employee (plan); Direct payment from ... | $82,186 |
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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 | $341,093,897-100.0% | $179,713-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | 14.87% | 21.83%-7.0pp | 8.22%+6.7pp | 21.83%-7.0pp |
| Employer contribution / active EE | $9,844 | $12,237-19.6% | $46,636-78.9% | $12,237-19.6% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,719-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,392-100.0% | $1,551,325-100.0% |