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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $615,664 |
BENESYS, INC.4+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $225,649 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 | Investment Management | $217,381 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $151,699 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 58-2386669 281 BROOKS STREET · LAGUNA BEECH, CA 92651 | Investment Management | $117,699 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $103,632 |
LORD ABBETT2 years Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $99,809 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $96,334 |
VICTORY4+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $78,272 |
Filed as: CENTERSQUARE INVESTMENT MGMT, INC. Service code 28 · EIN 23-2817243 | Investment Management | $58,978 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 1.00% | 12.20%-11.2pp | 10.56%-9.6pp | 21.83%-20.8pp |
| Employer contribution / active EE | $20,179 | $12,801+57.6% | $30,199-33.2% | $12,237+64.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |