| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $1,401,766 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $555,304 |
Filed as: METLIFE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2405817 | Investment Management | $419,303 |
IAM & AW8+ years Service code 14 · EIN 52-1351022 | Plan Administrator | $270,892 |
CHEIRON1 year Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $162,700 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $112,769 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 28 · EIN 95-2755361 | Investment Management | $93,092 |
SALIENT PRIVATE CLIENT LLC2 years Filed as: SALIENT CAPITAL, LP Service code 28 · EIN 47-0876033 | Investment Management | $91,697 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $73,306 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 19 · EIN 56-1074313 | Securities Custodian | $71,996 |
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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -16.56% | -13.10%-3.5pp | 0.46%-17.0pp | 2.78%-19.3pp |
| Employer contribution / active EE | $41,372 | $16,278+154.2% | $35,480+16.6% | $15,276+170.8% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |