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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY, INC. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $118,814 |
LAZARD ASSET MANAGEMENT2+ years Service code 27 · EIN 13-5545100 | Advisory (Plan) | $82,242 |
STRONG CAPITAL MANAGEMENT2+ years Service code 27 · EIN 39-1213042 | Advisory (Plan) | $69,337 |
TIC INTERNATIONAL CORPORATION2+ years Service code 10 · EIN 13-2600875 | Accounting | $52,661 |
RIDGEWORTH2+ years Filed as: MONTAG & CALDWELL INVESTMENT Service code 27 3455 PEACHTREE RD NE · ATLANTA, GA 303264202 | Advisory (Plan) | $44,310 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Service code 27 6070 POPLAR AVE, STE. 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $39,494 |
FOUNDRY PARTNERS2+ years Service code 27 510 FIRST AVENUE N, 409 · MINNEAPOLIS, MN 55403 | Advisory (Plan) | $31,309 |
AMALGA TRUST2+ years Filed as: AMALGA TRUST COMPANY, INC. Service code 19 · EIN 36-9721895 | Securities Custodian | $31,163 |
CHEIRON2+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $28,986 |
APEX CAPITAL MANAGEMENT2+ years Service code 27 · EIN 38-1198068 | Advisory (Plan) | $23,927 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 9.34% | 12.33%-3.0pp | 8.32%+1.0pp | 17.84%-8.5pp |
| Employer contribution / active EE | $6,607 | $11,641-43.2% | $30,793-78.5% | $14,688-55.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |