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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 48-1140940 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $891,100 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $274,356 |
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $46,793 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 28 · EIN 94-1671384 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $38,439 |
PIONEER2 years Filed as: AMUNDI PIONEER INSTITUTIONAL ASSET Service code 28 · EIN 43-2095408 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $24,211 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 16.56% | 15.47%+1.1pp | 12.93%+3.6pp | 53.27%-36.7pp |
| Employer contribution / active EE | $22,255 | $15,545+43.2% | $35,210-36.8% | $14,774+50.6% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |