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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 10 · EIN 81-4017137 | Accounting | $772,165 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 51 499 PARK AVE 17 · NEW YORK, NY 10022 | Investment Mgmt Fees | $721,440 |
LEXINGTON PARTNERS LP3+ years Service code 51 660 MADISON AVE, 23RD FLOOR · NEW YORK, NY 10065 | Investment Mgmt Fees | $476,049 |
AMERICAN REALTY ADVISORS2 years Service code 27 | Advisory (Plan) | $470,527 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MGMT Service code 51 | Investment Mgmt Fees | $357,756 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON MCSHANE Service code 50 · EIN 41-0956552 | Direct Payment | $348,000 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $217,667 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD NEWBOLD WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $208,193 |
INVESCO3+ years Filed as: INVESCO, INC Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $197,207 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $169,078 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 10.57% | -0.94%+11.5pp | -2.18%+12.8pp | 33.37%-22.8pp |
| Employer contribution / active EE | $13,213 | $12,464+6.0% | $38,751-65.9% | $11,253+17.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |