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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $727,087 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY L.P Service code 28 · EIN 04-3200030 | Investment Management | $268,114 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 11001 | Investment Management | $177,189 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $174,081 |
LAW FIRM OF JAMES P. BAKER3 years Service code 29 · EIN 87-3996649 | Legal | $129,965 |
ENERGY INCOME PARTNERS8+ years Service code 28 49 RIVERSIDE AVE · WESTPORT, CT 06880 | Investment Management | $115,136 |
RIDGEWORTH8+ years Filed as: GENEVA CAPITAL Service code 28 · EIN 06-1217855 | Investment Management | $104,043 |
MARIA DANYLUK5 years Filed as: MARIA RIVERA Service code 30 1621 MARKET STREET SUITE 400 · SAN FRANCISCO, CA 94103 | Direct payment from the plan; Employe... | $96,984 |
Filed as: SIT INVESTMENTS FL Service code 28 80 S 8TH · MINNEAPOLIS, MN 55402 | Investment Management | $87,350 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $70,242 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 4.01% | 7.95%-3.9pp | 20.18%-16.2pp | 9.11%-5.1pp |
| Employer contribution / active EE | $26,860 | $14,684+82.9% | $29,108-7.7% | $12,231+119.6% |
| Participant deferral / active EE | $758 | $520+45.9% | $6+12411.8% | $1,272-40.4% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |