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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVE · NEW YORK, NY 10167 | Investment Management | $170,426 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 14 · EIN 52-1590516 2001 W CAMELBACK RD STE B350 · PHOENIX, AZ 85015 | Plan Administrator | $142,414 |
Service code 28 · EIN 95-2705767 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $120,438 |
LSV ASSET MANAGEMENT8+ years Service code 51 · EIN 23-2772200 155 N WACKER DRIVE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $109,967 |
VERUS5 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Pension Consulting | $106,000 |
PGIM INVESTMENTS5 years Filed as: PGIM REAL ESTATE U.S. DEBT FUND, LP Service code 51 · EIN 82-1785551 | Investment Mgmt Fees | $73,410 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 100012402 | Insurance Commissions | $59,014 |
Filed as: JENNINGS, STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET ST. 1900 · PHOENIX, AZ 85004 | Legal | $46,340 |
PANAGORA ASSET MANAGEMENT6 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 51 470 ATLANTIC AVE · BOSTON, MA 02210 | Investment Mgmt Fees | $44,821 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $39,865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,423 | $70,048-52.3% | $112,270-70.2% | $78,104-57.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -15.18% | -10.85%-4.3pp | 27.49%-42.7pp | 10.90%-26.1pp |
| Employer contribution / active EE | $1,762 | $4,000-55.9% | $3,635-51.5% | $3,128-43.7% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $131 | $127+3.2% | $6,411-98.0% | $79+65.9% |