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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $293,825 |
SMW LOCAL 46 HEALTH FUND3 years Filed as: SMW LOCAL 46 HEALTH Service code 49 · EIN 16-0760551 | Other Services | $161,749 |
BOLTON PARTNERS, INC.4 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $66,000 |
Filed as: KARPUS INVESTMENT MANAGEMENTS Service code 28 · EIN 16-1290558 | Investment Management | $58,941 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $47,555 |
MANNING & NAPIER8+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $46,938 |
POLEN CAPITAL1 year Filed as: POLEN Service code 28 1825 NW CORPORATE BLVD. · BOCA RATON, FL 33431 | Investment Management | $41,010 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD FRERES ASSET MANAGEMENT Service code 28 · EIN 13-5545100 | Investment Management | $37,203 |
Filed as: CONFLUENCE Service code 28 20 ALLEN STREET SUITE 300 · ST. LOUIS, MO 63119 | Investment Management | $31,880 |
SLEVIN & HART, P.C.4 years Filed as: SLEVIN AND HART, P.C. Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $29,831 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 5.30% | 7.15%-1.9pp | 20.18%-14.9pp | 37.74%-32.4pp |
| Employer contribution / active EE | $15,344 | $13,270+15.6% | $29,108-47.3% | $15,788-2.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |