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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 36-3145972 | Advisory (Plan) | $313,287 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $126,569 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $94,675 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO., L Service code 28 · EIN 30-0027188 | Investment Management | $90,932 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $76,490 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD FRERES ASSET MANAGEMENT Service code 28 · EIN 13-5545100 | Investment Management | $69,245 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $46,100 |
MDT ADVISORS3+ years Service code 28 · EIN 94-3267050 | Investment Management | $32,915 |
MICHAEL J. TOBIN, ESQ.3+ years Service code 22 · EIN 16-1523639 | Insurance Broker | $26,620 |
EIC3+ years Service code 28 3007 PIEDMONT ROAD SUITE 200 · ATLANTA, GA 30305 | Investment Management | $25,370 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 5.38% | -1.12%+6.5pp | -2.18%+7.6pp | 0.19%+5.2pp |
| Employer contribution / active EE | $13,671 | $12,052+13.4% | $38,751-64.7% | $13,763-0.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |