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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $314,229 |
Filed as: PATRIOT FINANCIAL, LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $277,633 |
Filed as: IRON WORKERS LOCAL 11 WELFRAE FUND Service code 13 · EIN 22-6041517 | Contract Administrator | $239,586 |
ATALANTA SOSNOFF6+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $202,665 |
BASYS1 year Service code 17 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Pension Consulting | $153,765 |
MANNING & NAPIER6+ years Filed as: MANNING & NAPIER ADVISORS Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $142,071 |
LORD ABBETT6+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $142,068 |
Service code 28 1270 SOLDIERS FIELD ROAD · BRIGHTON, MA 02135 | Investment Management | $128,751 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $120,000 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE Service code 28 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $111,455 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 21.80% | 19.37%+2.4pp | 11.08%+10.7pp | 15.63%+6.2pp |
| Employer contribution / active EE | $19,221 | $13,107+46.6% | $28,418-32.4% | $11,476+67.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |