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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, INC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $164,439 |
STRONG CAPITAL MANAGEMENT10+ years Service code 27 · EIN 39-1213042 | Advisory (Plan) | $137,711 |
LAZARD ASSET MANAGEMENT10+ years Service code 27 · EIN 13-5545100 | Advisory (Plan) | $113,920 |
BOSTON PARTNERS7 years Service code 27 ONE BEACON STREET 30TH FL · BOSTON, MA 02108 | Advisory (Plan) | $107,018 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $77,382 |
FOUNDRY PARTNERS10+ years Service code 27 · EIN 46-1184506 | Advisory (Plan) | $71,889 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 27 1330 AVENUE OF THE AMICA · NEW YORK, NY 10019 | Advisory (Plan) | $57,220 |
CHEIRON1 year Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $51,050 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-9721895 | Securities Custodian | $44,629 |
FIERA CAPITAL7 years Service code 27 · EIN 38-1198068 | Advisory (Plan) | $36,753 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.97% | 10.08%-0.1pp | 8.99%+1.0pp | 8.88%+1.1pp |
| Employer contribution / active EE | $9,665 | $15,398-37.2% | $25,171-61.6% | $15,934-39.3% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |