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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $531,518 |
BLACKROCK8+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 28 · EIN 20-5319476 | Investment Management | $322,570 |
SAGE ADVISORY SERVICES8+ years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $152,332 |
JEROME BRANCATO8+ years Service code 30 · EIN 13-1939129 | Employee (plan) | $118,287 |
FIRST STATE TRUST COMPANY8+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $96,852 |
SAVASTA AND COMPANY, INC.8+ years Filed as: SAVASTA AND COMPANY INC. Service code 11 · EIN 13-3879959 | Actuarial | $77,000 |
BAIRD FUNDS8+ years Filed as: ROBERT H BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $64,400 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $52,000 |
GEORGE JOHNSON & COMPANY3 years Filed as: GEORGE BUENO Service code 30 · EIN 13-1939129 | Employee (plan) | $40,574 |
GIBLIN & LYNCH8+ years Service code 29 · EIN 22-2372248 | Legal | $38,822 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -11.95% | -4.95%-7.0pp | 22.50%-34.5pp | 2.78%-14.7pp |
| Employer contribution / active EE | $21,990 | $15,740+39.7% | $33,849-35.0% | $15,276+43.9% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |