| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $1,372,109 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 51 · EIN 95-2755361 | Investment Mgmt Fees | $876,754 |
Filed as: METLIFE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2405817 | Investment Management | $581,247 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $412,944 |
IAM & AW6+ years Service code 14 · EIN 52-1351022 | Plan Administrator | $330,253 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $121,562 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $108,629 |
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST BANK Service code 19 · EIN 58-1575035 | Securities Custodian | $98,379 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $96,220 |
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $95,794 |
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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 13.80% | 8.15%+5.7pp | 7.87%+5.9pp | 11.45%+2.3pp |
| Employer contribution / active EE | $40,056 | $17,725+126.0% | $31,784+26.0% | $17,219+132.6% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |