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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $692,817 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 58-2386669 | Investment Management | $358,012 |
Filed as: EAGLE CAPITAL MANAGEMTN, LLC Service code 28 · EIN 22-3361201 | Investment Management | $329,648 |
BENESYS, INC.7+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $176,476 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 28 · EIN 95-3703295 | Investment Management | $97,700 |
LORD ABBETT5 years Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $88,833 |
Filed as: CENTERSQUARE INVESTMENT MGMT, INC. Service code 28 · EIN 23-2817243 | Investment Management | $75,662 |
Service code 29 · EIN 83-2893229 | Legal | $63,020 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $44,232 |
Filed as: STEFANSKY, HOLLOWAY & NICHOLS, INC Service code 10 · EIN 38-2383171 | Accounting | $31,099 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -8.21% | -7.95%-0.3pp | -5.85%-2.4pp | 23.41%-31.6pp |
| Employer contribution / active EE | $18,672 | $13,972+33.6% | $31,839-41.4% | $12,650+47.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |