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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 522 FIFTH AVENUE 11TH FLOOR · NEW YORK, NY 10036 | Advisory (Plan) | $402,915 |
I.E. SHAFFER & CO.3+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $261,973 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $187,248 |
SAGE ADVISORY SERVICES3+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PKWY · AUSTIN, TX 78735 | Investment Management | $142,020 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $120,872 |
WEAVER AND TIDWELL, LLP3+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 28 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Management | $116,584 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 510 FIRST AVENUE NORTH · MINNEAPOLIS, MN 55403 | Investment Management | $102,972 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $76,282 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 45-6138589 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Investment Management | $62,621 |
RYDER COURT GLOBAL3+ years Filed as: DE RYDER PLANS INC Service code 11 · EIN 22-3082451 46 MAIN ST · SPARTA, NJ 07871 | Actuarial | $30,500 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.26% | 12.33%+1.9pp | 8.32%+5.9pp | 17.84%-3.6pp |
| Employer contribution / active EE | $17,758 | $11,641+52.6% | $30,793-42.3% | $14,688+20.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |