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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $519,942 |
Filed as: EAGLE CAPITAL MANAGMENT, LLC Service code 28 · EIN 22-3361201 | Investment Management | $266,459 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 58-2386669 | Investment Management | $216,269 |
BENESYS, INC.8+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $213,048 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 28 · EIN 95-3703295 | Investment Management | $85,631 |
LORD ABBETT6 years Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $74,726 |
Service code 29 · EIN 83-2893229 | Legal | $63,111 |
Service code 10 · EIN 38-2383171 | Accounting | $60,728 |
Filed as: CENTERSQUARE INVESTMENT MGMT., INC. Service code 28 · EIN 23-2817243 | Investment Management | $56,455 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $44,275 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 0.28% | 7.95%-7.7pp | 20.18%-19.9pp | 9.11%-8.8pp |
| Employer contribution / active EE | $19,422 | $14,684+32.3% | $29,108-33.3% | $12,231+58.8% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |