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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $603,820 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 58-2386669 | Investment Management | $407,296 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 22-3361201 | Investment Management | $223,909 |
BENESYS, INC.9+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $195,211 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 28 · EIN 95-3703295 | Investment Management | $95,775 |
LORD ABBETT7 years Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $61,018 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $58,250 |
Service code 29 · EIN 83-2893229 | Legal | $52,274 |
Filed as: CENTERSQUARE INVESTMENT MGMT., INC. Service code 28 · EIN 23-2817243 | Investment Management | $50,460 |
Service code 10 · EIN 38-2383171 | Accounting | $27,658 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 15.11% | 10.33%+4.8pp | 8.10%+7.0pp | 9.30%+5.8pp |
| Employer contribution / active EE | $21,728 | $14,972+45.1% | $28,649-24.2% | $12,551+73.1% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |