| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC1+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $2,624,193 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $1,030,282 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $252,297 |
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $230,961 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $218,925 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $162,284 |
Filed as: GRYPHON INTERNATIONAL INVT CO Service code 28 | Investment Management | $157,643 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $138,500 |
CHEIRON1+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $138,099 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS, BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $103,212 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | 0.99% | 3.03%-2.0pp | -0.81%+1.8pp | -0.08%+1.1pp |
| Employer contribution / active EE | $2,530 | $7,443-66.0% | $38,425-93.4% | $7,991-68.3% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |