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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH2+ years Filed as: NFJ INVESTMENT GROUP Service code 28 · EIN 75-2555709 | Investment Management | $171,494 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $152,739 |
STONER & ASSOCIATES2+ years Service code 14 · EIN 31-1219231 | Plan Administrator | $148,898 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $78,858 |
Filed as: RENAISSANCE INVESTMENT MANAGEMENT Service code 28 · EIN 31-1448100 | Investment Management | $74,021 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT Service code 28 · EIN 36-4445613 | Investment Management | $70,891 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 28 · EIN 36-2102482 | Investment Management | $24,149 |
COLOMBO & COLOMBO, PC2+ years Service code 29 · EIN 38-2285740 | Legal | $23,588 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $19,926 |
FAYEZ SAROFIM & CO2+ years Filed as: FAYEZ FAROFIM & CO. Service code 28 · EIN 74-1312679 | Investment Management | $16,662 |
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Employer contribution per participant 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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 16.19% | 4.82%+11.4pp | 3.97%+12.2pp | 7.18%+9.0pp |
| Employer contribution / active EE | $2,008 | $12,725-84.2% | $28,168-92.9% | $13,095-84.7% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |