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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 68-0315768 | Contract Administrator | $1,304,653 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $855,553 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Filed as: SANDS CAPITAL Service code 28 · EIN 20-2830751 | Investment Management | $310,431 |
Filed as: TCW METROPOLITAN WEST ASSET MGMT. Service code 28 · EIN 95-3703295 | Investment Management | $210,407 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $208,756 |
Service code 28 · EIN 91-1163419 | Investment Management | $189,050 |
VERUS6+ years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $165,000 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $158,856 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $138,047 |
KAUFMANN & GOBLE6+ years Service code 11 · EIN 94-2614826 | Actuarial | $120,000 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 14.16% | 6.82%+7.3pp | 8.01%+6.2pp | 12.86%+1.3pp |
| Employer contribution / active EE | $16,302 | $12,695+28.4% | $29,476-44.7% | $13,687+19.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |