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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 20-8764829 | Pension Consulting | $250,000 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 | Legal | $131,921 |
BLACKROCK9+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 P.O. BOX 978604 · DALLAS, TX 753978604 | Investment Management | $122,512 |
Filed as: WESTERN ASSET MANAGEMENT LLC Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $114,963 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $109,615 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $105,228 |
ERNST & YOUNG LLP5 years Service code 10 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Accounting | $102,828 |
BWD GROUP LLC9+ years Service code 53 PO BOX 9101 · PLAINVIEW, NY 118031737 | Insurance Commissions | $89,429 |
BREDHOFF & KAISER5 years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $54,848 |
MARTIN CURRIE4 years Service code 28 · EIN 98-0038240 | Investment Management | $40,064 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 8.08% | 9.30%-1.2pp | 8.41%-0.3pp | 9.30%-1.2pp |
| Employer contribution / active EE | $42,356 | $12,551+237.5% | $41,333+2.5% | $12,551+237.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |