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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $813,648 |
Service code 12 · EIN 91-1356269 | Claims processing; Contract Administr... | $704,664 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $244,771 |
Service code 29 · EIN 91-0889948 | Legal | $183,859 |
INVESCO3+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $146,887 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $130,460 |
Filed as: WELFARE AND PENSION ADMIN SVCS, INC Service code 12 · EIN 91-1363171 | Plan Administrator; Contract Administ... | $123,141 |
RVK, INC.3+ years Filed as: R V KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $111,250 |
DODGE & COX3+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $109,720 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $87,866 |
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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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 14.85% | 15.82%-1.0pp | 16.78%-1.9pp | 17.84%-3.0pp |
| Employer contribution / active EE | $7,042 | $19,885-64.6% | $26,328-73.3% | $14,688-52.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |