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| Provider | Service type | Compensation |
|---|---|---|
SMWNPF2+ years Service code 10 · EIN 52-6112463 | Accounting | $645,079 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $424,028 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 26-4310844 | Investment Management | $212,139 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $148,491 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $131,704 |
Service code 29 · EIN 52-1958229 1920 L ST NW SUITE4500 · WASHINGTON, DC 20002 | Legal | $107,953 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $73,863 |
POLEN CAPITAL2+ years Service code 28 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Management | $49,534 |
FOUNDRY PARTNERS2+ years Service code 28 · EIN 46-1184506 | Investment Management | $47,637 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $47,325 |
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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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -13.08% | -13.10%0pp | 0.46%-13.5pp | 2.78%-15.9pp |
| Employer contribution / active EE | $18,659 | $16,278+14.6% | $35,480-47.4% | $15,276+22.1% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |