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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 16 · EIN 13-4994650 | Consulting | $347,706 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $204,586 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 16 499 PARK AVE · NEW YORK, NY 10022 | Consulting | $145,446 |
SLC MANAGEMENT1+ years Filed as: SUN TRUST BANK INC Service code 16 6070 POPLAR AVE STE 300 · MEMPHIS, TN 38119 | Consulting | $123,791 |
ELLWOOD ASSOCIATES1+ years Service code 16 · EIN 36-3121777 | Consulting | $73,172 |
SCHENCK SC1+ years Service code 10 · EIN 39-1173131 | Accounting | $15,400 |
GODFREY & KAHN1+ years Service code 29 · EIN 39-1128206 | Legal | $12,443 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -3.68% | 4.01%-7.7pp | -2.01%-1.7pp | 1.67%-5.4pp |
| Employer contribution / active EE | $3,520 | $6,352-44.6% | $34,453-89.8% | $10,506-66.5% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |