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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $496,720 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 22-3361201 | Investment Management | $242,647 |
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $232,643 |
GOLDMAN SACHS3+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $182,990 |
EARNEST PARTNERS, LLC3+ years Service code 28 · EIN 58-2386669 | Investment Management | $167,998 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $119,521 |
LORD ABBETT1 year Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $95,608 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $94,605 |
PEOPLES UNITED BANK1 year Filed as: CENTERSQUARE INVESMENT MGMT, INC. Service code 28 · EIN 23-2817243 | Investment Management | $85,593 |
SACHS WALDMAN PROFESSIONAL CORP.3+ years Service code 29 · EIN 38-1905521 | Legal | $81,442 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 5.49% | 2.02%+3.5pp | -752.26%+757.7pp | 33.37%-27.9pp |
| Employer contribution / active EE | $21,255 | $12,422+71.1% | $31,802-33.2% | $11,253+88.9% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |