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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 36-3145972 | Investment Management | $262,540 |
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $159,318 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $158,719 |
MARTIN CURRIE3 years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $114,927 |
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $89,665 |
Service code 19 · EIN 36-4169967 | Securities Custodian | $77,592 |
Service code 11 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $65,779 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $59,486 |
Filed as: REINHART PARTNERS Service code 28 1500 WEST MARKET STREET · MEQUON, WI 53092 | Investment Management | $39,951 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Service code 28 · EIN 26-2237421 | Investment Management | $37,752 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 4.27% | 8.62%-4.4pp | 8.99%-4.7pp | 10.52%-6.3pp |
| Employer contribution / active EE | $16,614 | $14,400+15.4% | $25,171-34.0% | $15,140+9.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |