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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 19 · EIN 26-4310844 | Securities Custodian | $990,707 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS ST · LAGUNA BEACH, CA 92651 | Investment Management | $325,669 |
TIC INTERNATIONAL CORPORATION8+ years Service code 10 · EIN 13-2600875 | Accounting | $287,724 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 95-4871432 | Investment Management | $261,196 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 22-3361201 | Investment Management | $225,763 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 630 WEST GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Investment Management | $79,561 |
CUNI, RUST & STRENK2 years Filed as: CUNI, RUST, STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $59,800 |
Service code 29 · EIN 83-2893229 | Legal | $57,444 |
Service code 28 865 SOUTH FIGUROA STREET · LOS ANGELES, CA 90017 | Investment Management | $52,662 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 20-0005644 | Investment Management | $51,097 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -15.09% | -7.95%-7.1pp | -5.85%-9.2pp | 23.41%-38.5pp |
| Employer contribution / active EE | $10,701 | $13,972-23.4% | $31,839-66.4% | $12,650-15.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |