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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT1 year Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $507,589 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $318,155 |
Service code 28 · EIN 04-2895544 | Investment Management | $209,806 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $208,150 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $181,708 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3240790 | Investment Management | $134,908 |
Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 28 · EIN 41-1460668 | Investment Management | $93,550 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $85,707 |
Filed as: DOLAN MCENIRY CAPITAL MGMT LLC Service code 28 · EIN 36-4169967 | Investment Management | $75,132 |
BROADCORE INVESTMENTS LP8 years Filed as: BROAD CORE INVESTMENTS Service code 28 · EIN 38-3846751 | Investment Management | $69,854 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.02% | 7.95%-1.9pp | 20.18%-14.2pp | 9.11%-3.1pp |
| Employer contribution / active EE | $25,300 | $14,684+72.3% | $29,108-13.1% | $12,231+106.8% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |