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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $348,982 |
SMW LOCAL 46 HEALTH FUND4 years Filed as: SMW LOCAL 46 HEALTH Service code 49 · EIN 16-0760551 | Other Services | $130,416 |
BOLTON PARTNERS, INC.5 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 | $60,173 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $46,100 |
MANNING & NAPIER9+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $43,838 |
POLEN CAPITAL2 years Filed as: POLEN Service code 28 1825 NW CORPORATE BLVD. · BOCA RATON, FL 33431 | Investment Management | $42,357 |
SLEVIN & HART, P.C.5 years Filed as: SLEVIN AND HART, P.C. Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $40,512 |
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD FRERES ASSET MANAGEMENT Service code 28 · EIN 13-5545100 | Investment Management | $35,848 |
Filed as: CONFLUENCE Service code 28 20 ALLEN STREET SUITE 300 · ST. LOUIS, MO 63119 | Investment Management | $31,117 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.46% | 11.08%-2.6pp | 8.10%+0.4pp | 8.76%-0.3pp |
| Employer contribution / active EE | $15,178 | $13,910+9.1% | $28,661-47.0% | $16,640-8.8% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |