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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-4994650 | Investment Management | $301,176 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $229,146 |
SLC MANAGEMENT1 year Filed as: SUN TRUST BANK Service code 27 6070 POPLAR AVE STE 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $116,894 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVE · NEW YORK, NY 10022 | Investment Management | $107,950 |
ELLWOOD ASSOCIATES1 year Filed as: ELWOOD ASSOCIATES Service code 27 · EIN 36-3121777 | Advisory (Plan) | $57,609 |
Service code 11 · EIN 13-3689044 | Actuarial | $35,211 |
SCHENCK SC3+ years Service code 10 · EIN 39-1173131 | Accounting | $16,600 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.45% | 26.60%-13.1pp | 10.16%+3.3pp | 17.84%-4.4pp |
| Employer contribution / active EE | $4,225 | $7,232-41.6% | $33,192-87.3% | $14,688-71.2% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |