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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $265,741 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 14 · EIN 52-1139156 | Plan Administrator | $223,337 |
ABATO, RUBENSTEIN & ABATO4+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $152,786 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $87,287 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $77,461 |
FIDUCIARYVEST LLC4+ years Filed as: FIDUCIARYVEST, LLC Service code 27 115 PERIMETER CENTER PL · ATLANTA, GA 30346 | Advisory (Plan) | $75,000 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $44,010 |
THE LONDON COMPANY2 years Service code 28 1800 BAYBERRY COURT, 301 · RICHMOND, VA 23226 | Investment Management | $40,346 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Investment Management | $38,956 |
HCFL4+ years Service code 10 · EIN 52-1399339 1104 KENILWORTH DR. 300 · TOWSON, MD 21204 | Accounting | $30,796 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -9.34% | 4.52%-13.9pp | -0.70%-8.6pp | 0.19%-9.5pp |
| Employer contribution / active EE | $12,434 | $13,719-9.4% | $28,903-57.0% | $13,763-9.7% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |