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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 68-0315768 | Contract Administrator | $1,097,449 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $802,567 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Filed as: SANDS CAPITAL Service code 28 · EIN 20-2830751 | Investment Management | $291,099 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $240,830 |
Filed as: TCW METROPOLITAN WEST ASSET MGMT. Service code 28 · EIN 95-3703295 | Investment Management | $183,147 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $153,318 |
VERUS4+ years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $149,574 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2544634 | Investment Management | $143,644 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $135,684 |
KAUFMANN & GOBLE4+ years Service code 11 · EIN 94-2614826 | Actuarial | $117,015 |
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Annual investment return 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 | $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 | -5.13% | 2.02%-7.1pp | -752.26%+747.1pp | 33.37%-38.5pp |
| Employer contribution / active EE | $21,776 | $12,422+75.3% | $31,802-31.5% | $11,253+93.5% |
| 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% |