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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $265,014 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-4994650 | Investment Management | $130,171 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVE · NEW YORK, NY 10022 | Investment Management | $15,400 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 0.40% | 35.98%-35.6pp | 10.75%-10.3pp | 15.63%-15.2pp |
| Employer contribution / active EE | $14,344 | $8,396+70.8% | $35,170-59.2% | $11,476+25.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |