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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $229,212 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $91,725 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $71,402 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $62,796 |
THOMAS WHITE INTERNATIONAL3 years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $43,402 |
BLITMAN & KING4 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $42,837 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $39,605 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $33,878 |
Filed as: DOLAN MCENIRY CAPITAL MGT LLC Service code 28 · EIN 36-4169967 | Investment Management | $26,517 |
OCIO MONITOR4 years Service code 28 · EIN 56-2532191 | Investment Management | $25,600 |
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Annual investment return 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 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 4.82% | 8.83%-4.0pp | 9.15%-4.3pp | 10.61%-5.8pp |
| Employer contribution / active EE | $14,867 | $14,473+2.7% | $26,409-43.7% | $15,605-4.7% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $266-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |