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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 HARBORSIDE FIN LTR PLAZA II · NEW JERSEY CITY, NJ 073113977 | Securities Custodian | $433,263 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 717 17TH STREET, · DENVER, CO 80202 | Securities Custodian | $229,266 |
UNITED ADMINISTRATIVE SERVICES1+ years Service code 13 · EIN 94-1749354 6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95128 | Contract Administrator | $201,300 |
DWIGHT ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3211048 100 BANK STREET · BURLINGTON, VT 05401 | Investment Management | $155,456 |
NUVEEN1+ years Filed as: NWQ Service code 28 · EIN 47-0875103 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Management | $97,309 |
KAUFMANN & GOBLE1+ years Filed as: KAUFMANN AND GOBLE Service code 15 · EIN 94-2614826 160 W. SANTA CLARA STREET · SAN JOSE, CA 95113 | Recordkeeping | $83,258 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $47,047 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 4720 IDS TOWER · MINNEAPOLIS, MN 55402 | Investment Management | $38,782 |
HARDING LOEVNER LP1+ years Service code 28 · EIN 27-0684167 400 CROSSING BLVD. · BRIDGEWATER, NJ 08807 | Investment Management | $36,979 |
INEICH & COMPANY, LLP1+ years Service code 10 · EIN 56-2552172 950 TOWER LANE, SUITE 780 · FOSTER CITY, CA 94404 | Accounting | $33,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,498-100.0% | $75,784-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | -0.99% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $17,872 | $2,291+680.2% | $3,323+437.8% | $1,899+841.3% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |