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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 10 · EIN 81-4017137 | Accounting | $810,829 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVE 17 · NEW YORK, NY 10022 | Investment Management | $706,133 |
AMERICAN REALTY ADVISORS3 years Service code 27 · EIN 95-4871432 | Advisory (Plan) | $505,216 |
WILSON-MCSHANE CORPORATION4+ years Filed as: WILSON MCSHANE Service code 50 · EIN 41-0956552 | Direct Payment | $348,000 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $346,515 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV ASSET MGMT Service code 51 | Investment Mgmt Fees | $344,466 |
LEXINGTON PARTNERS LP4+ years Service code 51 660 MADISON AVE, 23RD FLOOR · NEW YORK, NY 10065 | Investment Mgmt Fees | $259,724 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD NEWBOLD WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $197,311 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $177,361 |
REAMS ASSET MANAGEMENT4+ years Filed as: REAMS ASSET MGMT Service code 51 | Investment Mgmt Fees | $171,017 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 3.16% | 14.29%-11.1pp | 14.64%-11.5pp | 21.83%-18.7pp |
| Employer contribution / active EE | $12,958 | $12,083+7.2% | $41,831-69.0% | $12,237+5.9% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |