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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, INC. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $115,699 |
BOSTON PARTNERS2 years Service code 27 60 E. 42ND ST, STE 1550 · NEW YORK, NY 10165 | Advisory (Plan) | $92,226 |
LAZARD ASSET MANAGEMENT5+ years Service code 27 · EIN 13-5545100 | Advisory (Plan) | $90,003 |
STRONG CAPITAL MANAGEMENT5+ years Service code 27 · EIN 39-1213042 | Advisory (Plan) | $82,483 |
TIC INTERNATIONAL CORPORATION5+ years Service code 10 · EIN 13-2600875 | Accounting | $55,206 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT Service code 27 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Advisory (Plan) | $54,342 |
AMALGA TRUST5+ years Filed as: AMALGA TRUST COMPANY, INC. Service code 19 · EIN 36-9721895 | Securities Custodian | $40,431 |
CHEIRON5+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $39,147 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 27 1330 AVE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $34,984 |
FOUNDRY PARTNERS5+ years Service code 27 · EIN 46-1184506 | Advisory (Plan) | $30,315 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 2.49% | 6.41%-3.9pp | 8.01%-5.5pp | 11.45%-9.0pp |
| Employer contribution / active EE | $9,378 | $11,592-19.1% | $29,475-68.2% | $17,219-45.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |