| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $877,902 |
LOGAN CIRCLE PARTNERS, LP2 years Filed as: LOGAN CIRCLE PARTNER, L.P. Service code 28 · EIN 20-8262386 | Investment Management | $484,678 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $310,420 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $298,772 |
IAM & AW4+ years Service code 14 · EIN 52-1351022 | Plan Administrator | $268,202 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY, LLC Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $157,014 |
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST BANK Service code 19 · EIN 58-1575035 | Securities Custodian | $152,665 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $122,294 |
BROOKFIELD1 year Filed as: BROOKFIELD PUBLIC SECURITIES Service code 51 · EIN 22-3335453 | Investment Mgmt Fees | $111,909 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $98,898 |
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% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -5.28% | -1.84%-3.4pp | -0.67%-4.6pp | 0.19%-5.5pp |
| Employer contribution / active EE | $17,613 | $15,717+12.1% | $31,731-44.5% | $13,763+28.0% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |