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| Provider | Service type | Compensation |
|---|---|---|
SMWNPF3+ years Service code 10 · EIN 52-6112463 | Accounting | $554,785 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $493,787 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 26-4310844 | Investment Management | $213,441 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $112,667 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $95,639 |
Service code 29 · EIN 52-1958229 1920 L ST NW SUITE4500 · WASHINGTON, DC 20002 | Legal | $92,947 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $73,645 |
PACIFIC INCOME ADVISORS3+ years Service code 28 · EIN 95-4067974 | Investment Management | $57,210 |
ARISTOTLE CAPITAL MANAGEMENT3+ years Filed as: ARISTOTLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 95-4833644 | Investment Management | $56,774 |
WESTFIELD CAPITAL MANAGEMENT3+ years Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $49,719 |
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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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 11.28% | 9.11%+2.2pp | 9.36%+1.9pp | 9.11%+2.2pp |
| Employer contribution / active EE | $18,047 | $12,231+47.5% | $31,270-42.3% | $12,231+47.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |