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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 36-3145972 | Investment Management | $239,233 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $145,185 |
MANNING & NAPIER9+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $141,242 |
MARTIN CURRIE2 years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $102,502 |
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $76,164 |
Service code 19 · EIN 36-4169967 | Securities Custodian | $68,300 |
Service code 11 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $54,095 |
Filed as: REINHART PARTNERS Service code 28 1500 WEST MARKET STREET · MEQUON, WI 53092 | Investment Management | $49,903 |
Service code 28 · EIN 26-2237421 | Investment Management | $42,640 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $37,384 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.00% | 11.08%-1.1pp | 8.10%+1.9pp | 8.76%+1.2pp |
| Employer contribution / active EE | $16,942 | $13,910+21.8% | $28,649-40.9% | $16,664+1.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |