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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY/GRAYSTONE Service code 27 · EIN 26-4310632 800 E. 96TH ST., SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $289,735 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY BLDG 1 · AUSTIN, TX 78735 | Investment Management | $177,771 |
SMW LOCAL 112 WELFARE FUND1+ years Filed as: SMW LOCAL 265 WELFARE FUND Service code 14 · EIN 36-2356062 205 ALEXANDRA WAY · CAROL STREAM, IL 60188 | Plan Administrator | $152,044 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 100 HERITAGE RESERVE · MENOMONEE FALLS, WI 53051 | Investment Management | $135,632 |
COLUMBIA PARTNERS1+ years Filed as: COLUMBIA PARTNERS LLC Service code 28 · EIN 52-1940739 5425 WISCONSIN AVE, STE 700 · CHEVY CHASE, MD 20815 | Investment Management | $131,612 |
FOUNDRY PARTNERS1+ years Service code 28 · EIN 46-1184506 510 FIRST AVENUE, SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $126,267 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $118,974 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $118,700 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $108,965 |
EAGLE GLOBAL1+ years Filed as: EAGLE GLOBAL ADVISORS Service code 28 · EIN 76-0518446 5847 SAN FELIPE, SUITE 930 · HOUSTON, TX 77057 | Investment Management | $88,765 |
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Annual investment return 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -0.52% | 5.13%-5.7pp | 4.74%-5.3pp | 7.18%-7.7pp |
| Employer contribution / active EE | $13,272 | $14,689-9.6% | $36,089-63.2% | $13,095+1.4% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |