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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $328,610 |
SMW LOCAL 46 HEALTH FUND2 years Filed as: SMW LOCAL 46 HEALTH Service code 49 · EIN 16-0760551 | Other Services | $99,349 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $67,500 |
Filed as: KARPUS INVESTMENT MANAGEMENTS Service code 28 · EIN 16-1290558 | Investment Management | $62,103 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $55,725 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD FRERES ASSET MANAGEMENT Service code 28 · EIN 13-5545100 | Investment Management | $49,771 |
SLEVIN & HART, P.C.3 years Filed as: SLEVIN AND HART, P.C. Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $48,381 |
WESTFIELD CAPITAL MANAGEMENT4 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 51 · EIN 16-1290558 | Investment Mgmt Fees | $48,163 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $46,100 |
Filed as: CONFLUENCE Service code 28 20 ALLEN STREET SUITE 300 · ST. LOUIS, MO 63119 | Investment Management | $32,969 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.44% | -8.26%-2.2pp | -5.85%-4.6pp | 2.77%-13.2pp |
| Employer contribution / active EE | $16,679 | $12,543+33.0% | $31,839-47.6% | $15,262+9.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |