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| Provider | Service type | Compensation |
|---|---|---|
SMWNPF4+ years Service code 10 · EIN 52-6112463 | Accounting | $485,258 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $401,937 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 26-4310844 | Investment Management | $233,593 |
Service code 29 · EIN 52-1958229 | Legal | $108,969 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $107,678 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $100,000 |
PACIFIC INCOME ADVISORS4+ years Service code 28 · EIN 95-4067974 | Investment Management | $61,598 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $53,339 |
ARISTOTLE CAPITAL MANAGEMENT4+ years Filed as: ARISTOTLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 95-4833644 | Investment Management | $48,633 |
FOUNDRY PARTNERS4+ years Service code 28 · EIN 46-1184506 | Investment Management | $48,393 |
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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 | 8.71% | 9.21%-0.5pp | 8.34%+0.4pp | 8.76%0pp |
| Employer contribution / active EE | $20,824 | $15,607+33.4% | $30,790-32.4% | $16,664+25.0% |
| 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% | - |