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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON ACTUARIAL LLC Service code 11 · EIN 26-1370698 | Actuarial | $94,222 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 27 4520 MAIN, STE 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $92,192 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $79,594 |
HARDING LOEVNER LP9+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $71,675 |
FIDUCIARY MANAGEMENT, INC.9+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $70,223 |
DELAWARE INVESTMENTS1 year Service code 28 2005 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $60,590 |
ARISTOTLE CAPITAL MANAGEMENT7 years Filed as: ARISTOTLE Service code 28 125 SUMMER ST, STE 1220 · BOSTON, MA 02110 | Investment Management | $60,449 |
BLAKE & UHLIG, P.A.9+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $40,061 |
Filed as: LONGFELLOW MANAGEMENT Service code 28 20 WINTHROP SQ · BOSTON, MA 02110 | Investment Management | $38,771 |
FINANCIAL COUNSELORS INC7 years Service code 28 · EIN 43-0890172 | Investment Management | $32,885 |
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Participant contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.45% | 11.08%+0.4pp | 8.10%+3.4pp | 8.76%+2.7pp |
| Employer contribution / active EE | $0 | $13,910-100.0% | $28,665-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $7,576 | $6,458+17.3% | $10+76983.0% | $948+699.2% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |