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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $343,990 |
BENESYS, INC.4 years Filed as: BENESYS INC Service code 13 · EIN 38-6058023 | Contract Administrator | $275,132 |
BARON CAPITAL MANAGEMENT2 years Filed as: BARON CAPTIAL MANAGEMENT Service code 28 · EIN 13-3246409 | Investment Management | $208,947 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA, CA 92651 | Investment Management | $135,345 |
BAHL & GAYNOR4 years Service code 28 · EIN 31-1297139 | Investment Management | $88,590 |
ULLICO1 year Service code 28 · EIN 13-1423090 | Investment Management | $84,450 |
CAMBIAR INVESTORS LLC4 years Filed as: CAMBIAR INVESTMENTS Service code 28 200 COLUMBINE STREET · DENVER, CO 80206 | Investment Management | $73,207 |
FRANKLIN TEMPLETON2 years Service code 28 1 FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $70,400 |
Filed as: TCW Service code 28 1251 AVENUE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $70,080 |
DELAWARE INVESTMENTS8 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $64,641 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.55% | 10.33%+3.2pp | 8.10%+5.4pp | 9.30%+4.2pp |
| Employer contribution / active EE | $16,973 | $14,972+13.4% | $28,649-40.8% | $12,551+35.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |