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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310844 | Securities Custodian | $1,073,011 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 39-1126909 | Accounting | $400,161 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 28 BROOKS ST · LAGUNA BEACH, CA 92651 | Investment Management | $368,960 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 22-3361201 | Investment Management | $254,163 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 95-4871432 | Investment Management | $220,342 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 630 WEST GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Investment Management | $81,537 |
CUNI, RUST & STRENK4 years Filed as: CUNI, RUST, STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $65,600 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 20-0005644 | Investment Management | $51,429 |
METROPOLITAN WEST ASSET MANAGEMENT10+ years Service code 28 865 SOUTH FIGUROA STREET · LOS ANGELES, CA 90017 | Investment Management | $41,582 |
Service code 29 · EIN 83-2893229 | Legal | $36,516 |
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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 | 9.62% | 10.33%-0.7pp | 8.10%+1.5pp | 9.30%+0.3pp |
| Employer contribution / active EE | $13,518 | $14,972-9.7% | $28,649-52.8% | $12,551+7.7% |
| 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% | - |