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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $584,142 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 58-2386669 | Investment Management | $324,595 |
Filed as: EAGLE CAPITAL MANAGEMTN, LLC Service code 28 · EIN 22-3361201 | Investment Management | $262,342 |
BENESYS, INC.6+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $229,423 |
LORD ABBETT4 years Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $110,346 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $100,300 |
Filed as: CENTERSQUARE INVESTMENT MGMT, INC. Service code 28 · EIN 23-2817243 | Investment Management | $57,404 |
Service code 29 · EIN 83-2893229 | Legal | $56,856 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $50,700 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $31,559 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 31.78% | 19.37%+12.4pp | 11.08%+20.7pp | 15.63%+16.1pp |
| Employer contribution / active EE | $20,402 | $13,107+55.7% | $28,418-28.2% | $11,476+77.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |