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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310844 | Securities Custodian | $116,130 |
BENESYS, INC.8 years Filed as: BENESYS INC. Service code 12 · EIN 38-6058023 | Participant communication; Other serv... | $59,761 |
CHEVY CHASE TRUST COMPANY3 years Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVE. SUITE #1500W · BETHESDA, MD 20814 | Investment Management | $41,840 |
ANCORA ADVISORS1 year Filed as: ANCORA Service code 28 6060 PARKLAND BOULEVARD · MAYFIELD HEIGHTS, OH 44124 | Investment Management | $28,396 |
THE SEGAL COMPANY1 year Filed as: SEGAL SBH Service code 28 116 HUNTINGTON AVE · BOSTON, MA 021165744 | Investment Management | $24,088 |
LEDBETTER PARISI LLC10+ years Service code 22 · EIN 03-0599899 | Insurance Broker | $21,396 |
Filed as: WRUBEL WESLEY & CO C.P.A.'S Service code 28 · EIN 38-2574238 | Investment Management | $15,330 |
TCW ASSET MANAGEMENT COMPANY5 years Filed as: TCW Service code 28 515 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Investment Management | $14,379 |
ARISTOTLE3 years Service code 28 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $14,005 |
BOSTON PARTNERS1 year Filed as: BOSTON Service code 28 198 TREMONT STREET · BOSTON, MA 02116 | Investment Management | $14,005 |
| Actuary | Schedule | Address, phone |
|---|---|---|
Kevin Cole Cuni, Rust & Strenk Schedule MB | Schedule MB | Pro |
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.
The auditor signed off without reservation. This is the cleanest opinion.