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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 36-3145972 | Investment Management | $1,160,333 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $644,831 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $461,796 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $200,000 |
CALLAN ASSOCIATES5 years Filed as: CALLAN LLC Service code 17 · EIN 82-2748926 | Pension Consulting | $196,263 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CHARTER GUARANTEE Service code 21 · EIN 51-0099493 | Bank Trustee | $62,830 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $20,019 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.62% | 5.34%-2.7pp | 9.17%-6.5pp | 9.30%-6.7pp |
| Employer contribution / active EE | $32,762 | $9,329+251.2% | $40,523-19.2% | $12,551+161.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |