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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 68-0315768 | Contract Administrator | $1,225,997 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $913,593 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $257,107 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $250,491 |
Service code 28 · EIN 91-1042342 | Investment Management | $228,794 |
Filed as: METROPOLITAN WEST ASSET MGMT. CO Service code 28 · EIN 95-3703295 | Investment Management | $214,816 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $212,069 |
VERUS8+ years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $190,520 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $175,533 |
KAUFMANN & GOBLE8+ years Service code 11 · EIN 94-2614826 | Actuarial | $127,200 |
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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 | $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 | -11.52% | -7.95%-3.6pp | -5.85%-5.7pp | 23.41%-34.9pp |
| Employer contribution / active EE | $21,183 | $13,972+51.6% | $31,839-33.5% | $12,650+67.5% |
| 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% |