| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $1,465,931 |
Filed as: METLIFE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2405817 | Investment Management | $498,014 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $454,367 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 51 · EIN 95-2755361 | Investment Mgmt Fees | $280,570 |
IAM & AW7+ years Service code 14 · EIN 52-1351022 | Plan Administrator | $262,016 |
THE SEGAL COMPANY7+ years Service code 11 | Actuarial | $158,316 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $109,966 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $108,902 |
BLACKSTONE1 year Service code 17 · EIN 47-2147676 | Pension Consulting | $96,962 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $86,229 |
Annual investment return 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 | $1,472,696-100.0% | $151,098-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.7%-0.7pp |
| Annual return | 7.14% | 15.51%-8.4pp | 11.31%-4.2pp | 13.24%-6.1pp |
| Employer contribution / active EE | $40,702 | $18,592+118.9% | $35,729+13.9% | $14,616+178.5% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $237-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $20,124-100.0% | $4,137-100.0% |