| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 94-3089465 | Claims processing; Contract Administr... | $1,200,312 |
MCMORGAN & COMPANY LLC3+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $999,190 |
Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 26-4310844 | Advisory (Plan) | $597,213 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $475,107 |
FRANKLIN TEMPLETON3+ years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 | Investment Management | $349,723 |
SALTZMAN & JOHNSON3+ years Service code 29 · EIN 94-2376174 | Legal | $272,459 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS LLC Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $265,899 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 | Actuarial | $224,523 |
RIDGEWORTH3+ years Filed as: MONTAG & CALDWELL, LLC Service code 27 · EIN 26-3165863 | Advisory (Plan) | $203,560 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Filed as: SOUTHERN SUN ASSET MGMT Service code 27 · EIN 27-2990431 | Advisory (Plan) | $192,028 |
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.36% | 13.46%+0.9pp | 9.39%+5.0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $6,864 | $16,846-59.3% | $33,466-79.5% | $14,688-53.3% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |