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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $831,047 |
Service code 12 · EIN 91-1356269 | Plan Administrator; Direct payment fr... | $729,647 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $564,570 |
THE TRUST COMPANY OF TENNESSEE1+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-2749628 | Investment Management | $289,598 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $221,274 |
INVESCO1+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $175,344 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $150,902 |
DODGE & COX1+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $150,106 |
Service code 29 · EIN 91-0889948 | Legal | $134,119 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $113,371 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.79% | -1.23%-1.6pp | -3.43%+0.6pp | 1.67%-4.5pp |
| Employer contribution / active EE | $4,397 | $11,541-61.9% | $25,607-82.8% | $10,506-58.2% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |