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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $158,208 |
MILLIMAN, INC.3+ years Filed as: MILLMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $76,546 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $57,615 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $33,444 |
Filed as: TCW LARGE CAP VALUE Service code 28 · EIN 93-0939400 | Investment Management | $25,300 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 PO BOX 8528 · BOSTON, MA 022668528 | Investment Management | $25,209 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $24,613 |
WELLS FARGO BANK, N.A.3+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC Service code 28 800 LASALLE AVENEUE, SUITE 1100 · MINNEAPOLIS, MN 554022054 | Investment Management | $23,626 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $21,875 |
INVESCO3+ years Filed as: INVESCO AIM PRIVATE ASSET MGMT INC. Service code 28 · EIN 58-1707262 | Investment Management | $21,142 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.60% | 11.78%+0.8pp | 8.32%+4.3pp | 23.90%-11.3pp |
| Employer contribution / active EE | $12,774 | $11,309+13.0% | $30,793-58.5% | $16,539-22.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |