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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $139,717 |
LAZARD ASSET MANAGEMENT1+ years Service code 27 · EIN 13-5545100 | Advisory (Plan) | $82,727 |
STRONG CAPITAL MANAGEMENT1+ years Service code 27 · EIN 39-1213042 | Advisory (Plan) | $65,954 |
TIC INTERNATIONAL CORPORATION1+ years Service code 10 · EIN 13-2600875 | Accounting | $51,907 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL INVESTMENT Service code 27 3455 PEACHTREE RD NE · ATLANTA, GA 303264202 | Advisory (Plan) | $51,902 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Service code 27 6070 POPLAR AVE, STE. 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $45,849 |
CHEIRON1+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $42,974 |
AMALGA TRUST1+ years Filed as: AMALGA TRUST COMPANY, INC. Service code 19 · EIN 36-9721895 | Securities Custodian | $31,335 |
APEX CAPITAL MANAGEMENT1+ years Service code 27 · EIN 38-1198068 | Advisory (Plan) | $29,115 |
FOUNDRY PARTNERS1+ years Service code 27 510 FIRST AVENUE N, 409 · MINNEAPOLIS, MN 55403 | Advisory (Plan) | $19,315 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.93% | 3.49%-4.4pp | 4.16%-5.1pp | 7.18%-8.1pp |
| Employer contribution / active EE | $8,431 | $11,083-23.9% | $29,966-71.9% | $13,095-35.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |