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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $223,393 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 14 · EIN 52-1139156 | Plan Administrator | $210,517 |
ABATO, RUBENSTEIN & ABATO2+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $200,365 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $146,884 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $84,664 |
FIDUCIARYVEST LLC2+ years Filed as: FIDUCIARYVEST, LLC Service code 27 115 PERIMETER CENTER PL · ATLANTA, GA 30346 | Advisory (Plan) | $75,000 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Investment Management | $69,348 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $54,964 |
CHARLES RIVER1 year Service code 29 · EIN 04-2372210 ONE SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Legal | $53,193 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $31,286 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | -14.82% | 4.38%-19.2pp | 4.72%-19.5pp | 7.18%-22.0pp |
| Employer contribution / active EE | $15,395 | $13,406+14.8% | $30,821-50.1% | $13,095+17.6% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |