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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SVCS, INC Service code 12 · EIN 91-1363171 | Claims processing; Direct payment fro... | $821,294 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $774,769 |
FRANKLIN TEMPLETON1 year Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 50 · EIN 94-3385113 | Direct Payment | $570,373 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $242,380 |
INVESCO4+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $163,267 |
Service code 29 · EIN 91-0889948 | Legal | $123,854 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $119,370 |
RVK, INC.1 year Filed as: RVK INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $117,070 |
DODGE & COX4+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $110,280 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $84,735 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -3.06% | 201.32%-204.4pp | 12.68%-15.7pp | 33.37%-36.4pp |
| Employer contribution / active EE | $7,091 | $10,877-34.8% | $22,860-69.0% | $11,253-37.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |