| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 11-3658445 | Securities Custodian | $2,299,138 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $454,084 |
IAM & AW10+ years Service code 14 · EIN 52-1351022 | Plan Administrator | $442,251 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 | Investment Management | $260,121 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $169,351 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $148,579 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $120,452 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 29 · EIN 25-6078093 | Legal | $65,846 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 19 · EIN 56-1074313 | Securities Custodian | $51,025 |
BREDHOFF & KAISER2 years Filed as: BREDHOFF & KAISER, P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $40,126 |
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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 1.93% | 9.21%-7.3pp | 8.34%-6.4pp | 8.76%-6.8pp |
| Employer contribution / active EE | $46,421 | $15,607+197.4% | $30,790+50.8% | $16,664+178.6% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |