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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $660,163 |
GOLDMAN SACHS1 year Filed as: ALINDA CAPITAL PARTNERS LLC Service code 28 100 WEST PUTNAM AVE · GREENWICH, CT 06830 | Investment Management | $570,108 |
IBEW NECA4+ years Service code 13 · EIN 36-3761128 | Contract Administrator | $560,547 |
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO-GABELLI ASSET MANAGEMENT CO Service code 28 ONE CORPORTATE CENTER · RYE, NY 10580 | Investment Management | $518,802 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $444,095 |
ULLICO4+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $376,008 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL INCOME FUND B, LP Service code 28 · EIN 45-5287411 | Investment Management | $347,521 |
LSV ASSET MANAGEMENT4+ years Service code 28 155 N. UPPER WACKER DR. · CHICAGO, IL 60606 | Investment Management | $250,458 |
Service code 28 · EIN 90-0789283 | Investment Management | $183,719 |
Service code 28 · EIN 20-0292745 | Investment Management | $182,081 |
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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 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -0.77% | 10.84%-11.6pp | 10.56%-11.3pp | 1023.85%-1024.6pp |
| Employer contribution / active EE | $9,859 | $14,186-30.5% | $30,199-67.4% | $11,605-15.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |