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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ 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) | $435,382 |
I.E. SHAFFER & CO.6+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $302,250 |
LAZARD ASSET MANAGEMENT6+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $215,869 |
WEAVER AND TIDWELL, LLP6+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 28 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Management | $203,479 |
SAGE ADVISORY SERVICES6+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PKWY · AUSTIN, TX 78735 | Investment Management | $158,679 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $87,326 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $81,476 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 45-6138589 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Investment Management | $54,286 |
Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $47,164 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $41,608 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.56% | 6.82%+3.7pp | 8.01%+2.6pp | 12.86%-2.3pp |
| Employer contribution / active EE | $18,379 | $12,695+44.8% | $29,476-37.6% | $13,687+34.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |