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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $601,983 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $518,052 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $517,516 |
THE SEGAL COMPANY2 years Filed as: NIGRO KARLIN SEGAL FELDSTEIN & BOLN Service code 10 · EIN 95-3632775 | Accounting | $457,090 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $376,326 |
Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 | Investment Management | $354,351 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 28 · EIN 52-1200960 | Investment Management | $351,979 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $300,891 |
VENUTI & ASSOCIATES7+ years Service code 11 · EIN 04-3721424 | Actuarial | $262,331 |
SEYFARTH SHAW LLP7+ years Service code 29 · EIN 36-2152202 | Legal | $238,899 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 7.90% | 19.39%-11.5pp | 8.95%-1.0pp | 19.39%-11.5pp |
| Employer contribution / active EE | $17,500 | $8,446+107.2% | $46,559-62.4% | $8,446+107.2% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |