| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC2+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $2,659,527 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $941,790 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $257,768 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $201,384 |
CHEIRON2+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $183,886 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $145,307 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $138,500 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS, BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $93,775 |
Filed as: GRYPHON INTERNATIONAL INVT CO Service code 28 | Investment Management | $74,796 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $65,681 |
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 5.02% | 7.64%-2.6pp | 4.74%+0.3pp | 10.64%-5.6pp |
| Employer contribution / active EE | $2,452 | $7,500-67.3% | $36,089-93.2% | $11,561-78.8% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |