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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310844 | Securities Custodian | $640,210 |
TIC INTERNATIONAL CORPORATION4+ years Service code 10 · EIN 13-2600875 | Accounting | $271,120 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 | Investment Management | $266,364 |
AMERICAN REALTY ADVISORS4+ years Service code 28 801 NORTH BRAND BLVD. · GLENDALE, CA 91203 | Investment Management | $207,845 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $146,852 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS ST. · LAGUNA BEACH, CA 92651 | Investment Management | $138,299 |
LEGG MASON1 year Filed as: LEGG MAON GLOBAL ASSET MANAGEMENT Service code 28 P.O. BOX 9699 · PROVIDENCE, RI 029409699 | Investment Management | $80,589 |
Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $71,101 |
CUNI, RUST & STRENK2 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $69,300 |
SACHS WALDMAN PROFESSIONAL CORP.4+ years Service code 29 · EIN 38-1905521 | Legal | $52,709 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -7.14% | 2.02%-9.2pp | -752.26%+745.1pp | 33.37%-40.5pp |
| Employer contribution / active EE | $11,417 | $12,422-8.1% | $31,802-64.1% | $11,253+1.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |