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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $632,841 |
WPAS, INC.3 years Service code 13 · EIN 91-1363171 | Contract Administrator | $272,435 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 · EIN 56-1557450 | Investment Management | $237,217 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $225,950 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 28 · EIN 04-2929221 | Investment Management | $223,759 |
THOMSON HORSTMANN & BRYANT10+ years Service code 28 · EIN 13-3163794 | Investment Management | $149,938 |
BHA CONSULTING10+ years Filed as: BHA CONSULTING LLC Service code 16 · EIN 26-1384808 | Consulting | $137,408 |
INVESCO7 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $106,940 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $80,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 510 N VALLEY MILLS DR STE 400 · WACO, TX 76710 | Securities Custodian | $61,369 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.42% | 8.62%-0.2pp | 8.99%-0.6pp | 10.52%-2.1pp |
| Employer contribution / active EE | $21,035 | $14,400+46.1% | $25,171-16.4% | $15,140+38.9% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |