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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $657,027 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 58-2386669 | Investment Management | $276,732 |
BENESYS, INC.5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $233,056 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $101,664 |
LORD ABBETT3 years Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $99,410 |
Service code 29 · EIN 83-2893229 | Legal | $81,615 |
Filed as: CENTERSQUARE INVESTMETN MGMT, INC. Service code 28 · EIN 23-2817243 | Investment Management | $53,559 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $50,218 |
VICTORY5+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $37,056 |
Filed as: BOYD WATTERSON ASST MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $31,318 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.70% | 6.82%-0.1pp | 8.01%-1.3pp | 12.86%-6.2pp |
| Employer contribution / active EE | $19,861 | $12,695+56.4% | $29,476-32.6% | $13,687+45.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |