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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $698,052 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $500,568 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $407,424 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $281,491 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $160,387 |
NEPC, LLC7 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $156,057 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $123,133 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $109,499 |
Service code 28 · EIN 20-0292745 | Investment Management | $101,344 |
GLOBAL TRUST COMPANY5 years Service code 28 · EIN 26-3761443 | Investment Management | $90,281 |
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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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -15.46% | -13.10%-2.4pp | 0.46%-15.9pp | 2.78%-18.2pp |
| Employer contribution / active EE | $18,613 | $16,278+14.3% | $35,480-47.5% | $15,276+21.8% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |