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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 20-8764829 | Securities Custodian | $424,039 |
BAKER & MCKENZIE LLP3+ years Service code 29 · EIN 36-2137456 | Legal | $193,375 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $183,837 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK CITY, NY 11001 | Investment Management | $167,937 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $92,880 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $92,806 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $82,486 |
ENERGY INCOME PARTNERS3+ years Service code 28 49 RIVERSIDE AVE · WESTPORT, CT 06880 | Investment Management | $80,931 |
MARIA JACINI2 years Service code 30 1625 MARKET STREET · SAN FRANCISCO, CA 94103 | Direct payment from the plan; Employe... | $75,123 |
PETER CHANG ENTERPRISES, INC.3+ years Filed as: PETER MACHI Service code 30 1625 MARKET STREET · SAN FRANCISCO, CA 94103 | Employee (plan); Direct payment from ... | $74,016 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 4.05% | 2.02%+2.0pp | -752.26%+756.3pp | 33.37%-29.3pp |
| Employer contribution / active EE | $30,617 | $12,422+146.5% | $31,802-3.7% | $11,253+172.1% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |