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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY/GRAYSTONE Service code 27 · EIN 26-4310632 800 E. 96TH ST., SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $305,217 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY BLDG 1 · AUSTIN, TX 78735 | Investment Management | $173,632 |
FOUNDRY PARTNERS2+ years Service code 28 · EIN 46-1184506 510 FIRST AVENUE, SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $159,091 |
COLUMBIA PARTNERS2+ years Filed as: COLUMBIA PARTNERS LLC Service code 28 · EIN 52-1940739 5425 WISCONSIN AVE, STE 700 · CHEVY CHASE, MD 20815 | Investment Management | $139,665 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $123,972 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $104,632 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $98,019 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY RD., STE. 300 · WALNUT CREEK, CA 94596 | Investment Management | $95,868 |
SMW LOCAL 112 WELFARE FUND2+ years Filed as: SMW LOCAL 265 WELFARE FUND Service code 14 · EIN 36-2356062 205 ALEXANDRA WAY · CAROL STREAM, IL 60188 | Plan Administrator | $94,700 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 101 N. WACKER DR., STE 500 · CHICAGO, IL 60606 | Actuarial | $76,351 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.08% | 12.92%-1.8pp | 10.36%+0.7pp | 17.84%-6.8pp |
| Employer contribution / active EE | $12,210 | $14,070-13.2% | $37,738-67.6% | $14,688-16.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |