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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 19 · EIN 26-4310844 | Securities Custodian | $1,001,803 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS ST · LAGUNA BEACH, CA 92651 | Investment Management | $356,242 |
Filed as: EAGLE CAPTIAL MANAGEMENT, LLC Service code 28 · EIN 22-3361201 | Investment Management | $297,441 |
TIC INTERNATIONAL CORPORATION7+ years Service code 10 · EIN 13-2600875 | Accounting | $293,702 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 95-4871432 | Investment Management | $221,387 |
Service code 28 · EIN 20-0005644 | Investment Management | $60,646 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST, STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $60,200 |
PEOPLES UNITED BANK1 year Filed as: CENTERSQUARE INVESMENT MANAGEMENT Service code 28 630 WEST GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Investment Management | $55,446 |
Service code 28 865 SOUTH FIGUROA STREET · LOS ANGELES, CA 90017 | Investment Management | $48,734 |
TRADE SOLUTIONS7+ years Service code 36 P.O. BOX 1318 · CLARKSTON, MI 48347 | Copying and duplicating; Direct payme... | $47,763 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.94% | 19.37%-4.4pp | 11.08%+3.9pp | 15.63%-0.7pp |
| Employer contribution / active EE | $10,182 | $13,107-22.3% | $28,418-64.2% | $11,476-11.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |