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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 20-8764829 | Securities Custodian | $480,600 |
BAKER & MCKENZIE LLP4+ years Service code 29 · EIN 36-2137456 | Legal | $327,813 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $205,495 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK CITY, NY 11001 | Investment Management | $188,635 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $161,763 |
MARIA DANYLUK1 year Filed as: MARIA RIVERA Service code 30 1625 MARKET STREET · SAN FRANCISCO, CA 94103 | Employee (plan); Direct payment from ... | $91,014 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $88,272 |
RIDGEWORTH4+ years Filed as: GENEVA CAPITAL Service code 28 · EIN 06-1217855 | Investment Management | $85,728 |
WHITESTAR ADVISORS, LLC4+ years Service code 28 · EIN 03-0496641 | Investment Management | $85,000 |
ENERGY INCOME PARTNERS4+ years Service code 28 49 RIVERSIDE AVE · WESTPORT, CT 06880 | Investment Management | $80,623 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 6.59% | 12.20%-5.6pp | 10.56%-4.0pp | 21.83%-15.2pp |
| Employer contribution / active EE | $30,428 | $12,801+137.7% | $30,199+0.8% | $12,237+148.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |