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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 31 W 52ND STREET 23RD FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $449,016 |
I.E. SHAFFER & CO.1+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $237,951 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 51 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Mgmt Fees | $150,627 |
LAZARD ASSET MANAGEMENT1+ years Service code 51 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Mgmt Fees | $150,605 |
SAGE ADVISORY SERVICES1+ years Service code 51 · EIN 74-2798841 5900 SOUTHWEST PKWY · AUSTIN, TX 78735 | Investment Mgmt Fees | $136,663 |
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 51 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Mgmt Fees | $111,197 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $72,453 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 51 · EIN 51-0368279 2 AVE DE LAFAYETTE · BOSTON, MA 02111 | Investment Mgmt Fees | $71,229 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $52,375 |
RIDGEWORTH1+ years Filed as: NFJ INVESTMENT GROUP LLC Service code 51 · EIN 06-1349805 2100 ROSS AVE · DALLAS, TX 75201 | Investment Mgmt Fees | $43,958 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.05% | 1.36%-1.3pp | -1.61%+1.7pp | 1.67%-1.6pp |
| Employer contribution / active EE | $16,614 | $10,832+53.4% | $30,840-46.1% | $10,506+58.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |