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| Provider | Service type | Compensation |
|---|---|---|
SMWNPF1+ years Service code 10 · EIN 52-6112463 | Accounting | $481,595 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $237,869 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $231,344 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $143,500 |
Service code 29 1920 L ST NW SUITE4500 · WASHINGTON, DC 20002 | Legal | $124,100 |
POLEN CAPITAL1+ years Service code 28 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Management | $114,785 |
ARISTOTLE CAPITAL MANAGEMENT1+ years Filed as: ARISTOTLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 95-4833644 | Investment Management | $105,108 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $76,783 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $69,620 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $66,175 |
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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 | $1,472,696-100.0% | $151,098-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.7%-0.7pp |
| Annual return | 15.23% | 15.51%-0.3pp | 11.31%+3.9pp | 13.24%+2.0pp |
| Employer contribution / active EE | $17,675 | $18,592-4.9% | $35,729-50.5% | $14,616+20.9% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $237-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $20,124-100.0% | $4,137-100.0% |