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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 18 · EIN 36-3145972 | Custodial (other than securities); In... | $280,191 |
AMERICAN REALTY ADVISORS4 years Service code 28 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91203 | Investment Management | $258,215 |
Service code 49 · EIN 16-0821557 | Other Services | $219,330 |
THE SEGAL COMPANY5+ years Filed as: SEGAL CO Service code 19 · EIN 13-1835864 | Securities Custodian | $116,670 |
Filed as: KARPUS INVESTMENT Service code 28 · EIN 16-1290558 | Investment Management | $96,346 |
MANNING & NAPIER5+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $75,658 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 10104 | Investment Management | $44,076 |
BLITMAN & KING4 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $37,909 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $25,408 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $25,021 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 13.28% | 6.41%+6.9pp | 8.01%+5.3pp | 11.45%+1.8pp |
| Employer contribution / active EE | $6,582 | $11,592-43.2% | $29,476-77.7% | $17,219-61.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |