| Provider | Service type | Compensation |
|---|---|---|
ATPA1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $1,158,241 |
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $626,733 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $603,323 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $599,837 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 | Investment Management | $503,643 |
FOUNDRY PARTNERS1+ years Service code 28 · EIN 46-1184506 | Investment Management | $471,957 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL, LLC Service code 28 · EIN 26-3165863 | Investment Management | $344,448 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Filed as: SOUTHERN SUN ASSET MGMT Service code 28 · EIN 62-1378280 | Investment Management | $331,847 |
Filed as: RAINIER INVESTMENT MGMT Service code 28 · EIN 91-1457076 | Investment Management | $304,113 |
SALTZMAN & JOHNSON1+ years Service code 29 · EIN 94-2376174 | Legal | $276,129 |
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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | 0.00% | 1.67%-1.7pp | -1.08%+1.1pp | 1.67%-1.7pp |
| Employer contribution / active EE | $6,875 | $10,506-34.6% | $35,779-80.8% | $10,506-34.6% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |