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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $235,447 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 27 · EIN 94-1671384 | Advisory (Plan) | $157,546 |
LATEEF MANAGEMENT ASSOCIATES1+ years Filed as: LATEEF Service code 28 · EIN 94-6330378 | Investment Management | $156,632 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-2964020 | Investment Management | $128,483 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $90,742 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $89,581 |
SMITH GROUP1+ years Service code 28 · EIN 20-0424541 | Investment Management | $66,647 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: HERNDON CAPITAL Service code 28 191 PEACHTREE ST NE SUITE 2500 · ATLANTA, GA 30303 | Investment Management | $53,324 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 25 · EIN 26-3165863 | Directed Trustee | $52,913 |
HGK1+ years Service code 28 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $44,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 2.48% | 1.36%+1.1pp | -1.61%+4.1pp | 1.67%+0.8pp |
| Employer contribution / active EE | $5,168 | $10,832-52.3% | $30,840-83.2% | $10,506-50.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |