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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $566,747 |
THE SEGAL COMPANY1 year Filed as: NIGRO KARLIN SEGAL & FELDSTEIN, LLP Service code 10 · EIN 95-3632775 | Accounting | $529,736 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $437,000 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $394,009 |
Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 | Investment Management | $358,514 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE ID 115 Service code 30 · EIN 51-0137697 | Employee (plan) | $309,659 |
BLACKROCK8 years Filed as: BLACKROCK FINANCIAL MANAGMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $304,809 |
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $295,774 |
NWPS2 years Service code 11 · EIN 04-3721424 | Actuarial | $267,577 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Service code 28 · EIN 52-1200960 | Investment Management | $265,188 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 9.20% | 33.11%-23.9pp | 12.68%-3.5pp | 33.11%-23.9pp |
| Employer contribution / active EE | $18,282 | $9,000+103.1% | $41,626-56.1% | $9,000+103.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |