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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $835,137 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK, NY 11001 | Investment Management | $284,351 |
Filed as: LAW FIRM OF JAMES P BAKER Service code 29 · EIN 87-3996649 | Legal | $224,577 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $209,354 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $190,553 |
RIDGEWORTH7+ years Filed as: GENEVA CAPITAL Service code 28 · EIN 06-1217855 | Investment Management | $127,866 |
ENERGY INCOME PARTNERS7+ years Service code 28 49 RIVERSIDE AVE · WESTPORT, CT 06880 | Investment Management | $126,868 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 1600 HARBOR BAY PARKWAY SUITE 200 · ALAMEDA, CA 94502 | Contract Administrator | $104,055 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $100,942 |
MARIA DANYLUK4 years Filed as: MARIA RIVERA Service code 30 1621 MARKET STREET SUITE 400 · SAN FRANCISCO, CA 94103 | Direct payment from the plan; Employe... | $94,095 |
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Form 5500 reported that benefits due were not provided when due.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.75% | -7.95%-1.8pp | -5.85%-3.9pp | 23.41%-33.2pp |
| Employer contribution / active EE | $23,138 | $13,972+65.6% | $31,839-27.3% | $12,650+82.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |