| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 19 · EIN 20-8764829 | Securities Custodian | $1,472,086 |
Filed as: METLIFE INVESTMENT MANAGEMENT, Service code 28 · EIN 82-2405817 | Investment Management | $400,471 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $382,160 |
IAM & AW9+ years Service code 14 · EIN 52-1351022 | Plan Administrator | $342,052 |
BLACKSTONE2 years Filed as: BLACKSTONE ENERGY MANAGEMENT ASSOCI Service code 28 · EIN 85-1096827 | Investment Management | $139,173 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $113,312 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $108,732 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 19 · EIN 56-1074313 | Securities Custodian | $87,925 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 04-2929221 | Investment Management | $59,626 |
STATE STREET GLOBAL ADVISORS9+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $51,781 |
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 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 15.9%-15.9pp | 2.3%-2.3pp |
| Annual return | 6.31% | 7.85%-1.5pp | 9.36%-3.0pp | 37.77%-31.5pp |
| Employer contribution / active EE | $44,587 | $16,947+163.1% | $31,270+42.6% | $15,798+182.2% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |