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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 50 · EIN 23-0891050 | Direct Payment | $232,852 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 50 · EIN 52-1139156 | Direct Payment | $216,833 |
THE SEGAL COMPANY3+ years Service code 50 · EIN 13-1835864 | Direct Payment | $111,175 |
ABATO, RUBENSTEIN & ABATO3+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 50 · EIN 52-0904713 | Direct Payment | $102,439 |
FIDUCIARYVEST LLC3+ years Filed as: FIDUCIARYVEST, LLC Service code 51 115 PERIMETER CENTER PL · ATLANTA, GA 30346 | Investment Mgmt Fees | $75,000 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $63,375 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Investment Management | $53,792 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 50 · EIN 36-1561860 | Direct Payment | $39,727 |
THE LONDON COMPANY1 year Service code 50 1800 BAYBERRY COURT, 301 · RICHMOND, VA 23226 | Direct Payment | $33,904 |
HCFL3+ years Service code 50 · EIN 52-1399339 1104 KENILWORTH DR. 300 · TOWSON, MD 21204 | Direct Payment | $31,196 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 8.93% | 11.16%-2.2pp | 14.20%-5.3pp | 23.90%-15.0pp |
| Employer contribution / active EE | $12,895 | $17,064-24.4% | $27,968-53.9% | $16,539-22.0% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |