Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $254,589 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $194,731 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH & MGMT LTD Service code 28 · EIN 04-2955404 | Investment Management | $178,748 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $139,034 |
NORTHERN TRUST COMPANY1+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $132,189 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $126,028 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 11 · EIN 13-4008324 | Actuarial | $90,925 |
INSERO & CO. CPAS, LLP1+ years Filed as: INSERO & COMPANY Service code 10 · EIN 16-1016457 | Accounting | $8,800 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| 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 | -0.77% | -0.09%-0.7pp | -0.81%0pp | 1.67%-2.4pp |
| Employer contribution / active EE | $15,380 | $11,440+34.4% | $38,425-60.0% | $10,506+46.4% |
| 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% |