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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $320,967 |
Filed as: KARPUS INVESTMENT MANAGEMENTS Service code 28 · EIN 16-1290558 | Investment Management | $78,629 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD FRERES ASSET MANAGEMENT Service code 28 · EIN 13-5545100 | Investment Management | $69,063 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $68,717 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 16-1290558 | Investment Management | $53,458 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $49,500 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $46,100 |
MDT ADVISORS5+ years Service code 28 · EIN 94-3267050 | Investment Management | $40,802 |
Filed as: CONFLUENCE Service code 28 20 ALLEN STREET SUITE 300 · ST. LOUIS, MO 63119 | Investment Management | $33,411 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $32,585 |
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Annual investment return 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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -1.27% | 6.41%-7.7pp | 8.01%-9.3pp | 11.45%-12.7pp |
| Employer contribution / active EE | $13,944 | $11,592+20.3% | $29,475-52.7% | $17,219-19.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |