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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $670,066 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $260,575 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK CITY, NY 11001 | Investment Management | $171,836 |
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $150,363 |
KANYE ANDERSON1 year Service code 28 1800 AVENUE OF THE STARS, 3RD FLOOR · LOS ANGELES, CA 90067 | Investment Management | $144,674 |
RIDGEWORTH6+ years Filed as: GENEVA CAPITAL Service code 28 · EIN 06-1217855 | Investment Management | $121,304 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 1600 HARBOR BAY PARKWAY, STE.200 · ALAMEDA, CA 94502 | Contract Administrator | $114,092 |
BAKER & MCKENZIE LLP6+ years Service code 29 · EIN 36-2137456 | Legal | $100,737 |
POLEN CAPITAL6+ years Service code 28 · EIN 26-0319356 | Investment Management | $91,405 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $90,611 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 24.21% | 19.37%+4.8pp | 11.08%+13.1pp | 15.63%+8.6pp |
| Employer contribution / active EE | $25,419 | $13,107+93.9% | $28,418-10.6% | $11,476+121.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |