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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 26-4310844 | Securities Custodian | $672,447 |
TIC INTERNATIONAL CORPORATION5+ years Service code 10 · EIN 13-2600875 | Accounting | $266,605 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 22-3361201 | Investment Management | $235,762 |
AMERICAN REALTY ADVISORS5+ years Service code 28 801 NORTH BRAND BLVD. · GLENDALE, CA 91203 | Investment Management | $197,604 |
Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $94,408 |
LEGG MASON3 years Filed as: LEGG MASON GLOBAL ASSET MANAGEMENT Service code 28 P.O. BOX 9699 · PROVIDENCE, RI 029409699 | Investment Management | $91,535 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $87,371 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $60,608 |
CUNI, RUST & STRENK3 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $55,800 |
Filed as: CENTER SQUARE INVESTMENT MANAGEMENT Service code 28 630 W. GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Investment Management | $35,684 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 22.36% | 12.20%+10.2pp | 10.56%+11.8pp | 21.83%+0.5pp |
| Employer contribution / active EE | $10,381 | $12,801-18.9% | $30,199-65.6% | $12,237-15.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |