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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310844 | Securities Custodian | $473,555 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 22-3361201 | Investment Management | $356,500 |
TIC INTERNATIONAL CORPORATION3+ years Service code 10 · EIN 13-2600875 | Accounting | $252,231 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SALYES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $224,068 |
AMERICAN REALTY ADVISORS3+ years Service code 28 801 NORTH BRAND BLVD. · GLENDALE, CA 91203 | Investment Management | $193,928 |
Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $139,724 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CAPITAL MANAGEMENT CO, LLC Service code 28 · EIN 58-2236910 | Investment Management | $117,128 |
FIERA CAPITAL1 year Filed as: FIERRA CAPITAL, INC. Service code 28 · EIN 31-1198068 | Investment Management | $92,281 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $77,850 |
Filed as: SACHS WALDMAN PROFESSIONAL CORP Service code 29 · EIN 38-1905521 | Legal | $77,626 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 16.94% | 12.33%+4.6pp | 8.32%+8.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $10,935 | $11,641-6.1% | $30,793-64.5% | $14,688-25.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |