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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $456,983 |
BLACKROCK7+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 28 · EIN 20-5319476 | Investment Management | $241,063 |
SAGE ADVISORY SERVICES7+ years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $149,385 |
FIRST STATE TRUST COMPANY7+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $115,702 |
JEROME BRANCATO7+ years Service code 30 · EIN 13-1939129 | Employee (plan) | $114,363 |
BAHL & GAYNOR7+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $78,560 |
SAVASTA AND COMPANY, INC.7+ years Filed as: SAVASTA AND COMPANY INC. Service code 11 · EIN 13-3879959 | Actuarial | $77,000 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $48,000 |
GEORGE JOHNSON & COMPANY2 years Filed as: GEORGE BUENO Service code 30 · EIN 13-1939129 | Employee (plan) | $39,392 |
BAIRD FUNDS7+ years Filed as: ROBERT H BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $38,040 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 13.27% | 14.11%-0.8pp | 14.84%-1.6pp | 15.63%-2.4pp |
| Employer contribution / active EE | $19,899 | $13,673+45.5% | $37,950-47.6% | $11,476+73.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |