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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 14 · EIN 26-4310632 | Plan Administrator | $114,893 |
MILLIMAN, INC.1+ years Filed as: MILLMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $84,201 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $37,406 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $35,312 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM & CO. Service code 28 TWO HOUSE CENTER, SUITE 2907 · HOUSTON, TX 77010 | Investment Management | $34,595 |
Filed as: TCW LARGE CAP VALUE Service code 28 · EIN 93-0939400 | Investment Management | $32,788 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 47-0875103 | Investment Management | $32,648 |
MSPC1+ years Service code 10 · EIN 22-2951202 | Accounting | $30,627 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC Service code 28 800 LASALLE AVENEUE, SUITE 1100 · MINNEAPOLIS, MN 554022054 | Investment Management | $30,077 |
RIDGEWORTH1+ years Filed as: SEIX INVESTMENT ADVISORS, LLC Service code 28 · EIN 26-1483110 | Investment Management | $29,625 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -1.29% | 0.68%-2.0pp | -1.61%+0.3pp | -0.60%-0.7pp |
| Employer contribution / active EE | $9,140 | $10,568-13.5% | $30,840-70.4% | $12,272-25.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |