| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 13 · EIN 94-3187938 | Contract Administrator | $1,178,261 |
MCMORGAN & COMPANY LLC2+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $801,674 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310844 | Advisory (Plan) | $595,794 |
FOUNDRY PARTNERS2+ years Service code 28 · EIN 46-1184506 | Investment Management | $519,417 |
FRANKLIN TEMPLETON2+ years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 | Investment Management | $504,595 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $433,231 |
SALTZMAN & JOHNSON2+ years Service code 29 · EIN 94-2376174 | Legal | $366,630 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 | Actuarial | $331,859 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Filed as: SOUTHERN SUN ASSET MGMT Service code 27 · EIN 27-2990431 | Advisory (Plan) | $314,574 |
EAGLE GLOBAL2+ years Filed as: EAGLE GLOBAL ADVISORS, LLC Service code 28 · EIN 76-0518446 | Investment Management | $258,790 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 5.86% | 5.69%+0.2pp | 3.97%+1.9pp | 9.19%-3.3pp |
| Employer contribution / active EE | $6,618 | $14,808-55.3% | $28,168-76.5% | $12,608-47.5% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |