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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 | $874,780 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $529,020 |
NORTHERN TRUST COMPANY9+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $213,770 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 2100 GEORGETOWN DRIVE, SUITE 500 · SEWICKLEY, PA 15143 | Advisory (Plan) | $40,573 |
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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 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 15.9%-15.9pp | 2.3%-2.3pp |
| Annual return | 10.20% | 7.85%+2.3pp | 9.36%+0.8pp | 37.77%-27.6pp |
| Employer contribution / active EE | $20,714 | $16,947+22.2% | $31,270-33.8% | $15,798+31.1% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |