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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $944,854 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $323,186 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $180,138 |
ENERGY INCOME PARTNERS10+ years Service code 28 49 RIVERSIDE AVE · WESTPORT, CT 06880 | Investment Management | $152,914 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: JP MORGAN Service code 28 270 PARK AVE. · NEW YORK, NY 11001 | Investment Management | $141,438 |
RIDGEWORTH10+ years Filed as: GENEVA CAPITAL Service code 28 · EIN 06-1217855 | Investment Management | $124,195 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $118,661 |
LAW FIRM OF JAMES P. BAKER5 years Service code 29 · EIN 87-3996649 | Legal | $113,282 |
SIT INVESTMENT ASSOCIATES2 years Filed as: SIT INVESTMENTS FI Service code 28 80 S 8TH ST. · MINNEAPOLIS, MN 55402 | Investment Management | $103,990 |
MARIA DANYLUK7 years Filed as: MARIA RIVERA Service code 30 1621 MARKET STREET · SAN FRANCISCO, CA 94103 | Employee (plan); Direct payment from ... | $103,518 |
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Participant 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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.41% | 10.08%-2.7pp | 8.99%-1.6pp | 8.88%-1.5pp |
| Employer contribution / active EE | $26,314 | $15,398+70.9% | $25,171+4.5% | $15,934+65.1% |
| Participant deferral / active EE | $133 | $1330% | $1+14000.0% | $753-82.3% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |