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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 19 · EIN 26-4310844 | Securities Custodian | $991,214 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS ST · LAGUNA BEACH, CA 92651 | Investment Management | $402,355 |
Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 39-1126909 | Accounting | $247,750 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 22-3361201 | Investment Management | $246,373 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 95-4871432 | Investment Management | $242,353 |
TIC INTERNATIONAL CORPORATION9+ years Service code 10 · EIN 13-2600875 | Accounting | $111,845 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 630 WEST GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Investment Management | $70,106 |
Service code 29 · EIN 83-2893229 | Legal | $60,304 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST, STREN, INC. Service code 11 · EIN 31-1227755 | Actuarial | $57,200 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 20-0005644 | Investment Management | $29,832 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 15.56% | 7.95%+7.6pp | 20.18%-4.6pp | 9.11%+6.5pp |
| Employer contribution / active EE | $11,700 | $14,684-20.3% | $29,108-59.8% | $12,231-4.3% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |