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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: GRAYSTONE CONSULTING Service code 27 440 SOUTH LA SALLE ST · CHICAGO, IL 60605 | Advisory (Plan) | $152,720 |
BENESYS, INC.10+ years Service code 10 · EIN 38-2383171 | Accounting | $97,400 |
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS, LLC Service code 28 323 WASHINGTON AVE N, 360 · MINNEAPOLIS, MN 55401 | Investment Management | $42,947 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE Service code 28 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $40,665 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $32,450 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $31,021 |
FIERA CAPITAL5 years Filed as: FIERA CAPITAL MANAGEMENT Service code 28 10050 INNOVATION DR, 120 · DAYTON, OH 45342 | Investment Management | $21,889 |
Filed as: BENDA, GRACE, STULZ, & COMPANY, P.C Service code 10 · EIN 38-2284921 | Accounting | $17,600 |
CAMBIAR INVESTORS LLC6 years Filed as: CAMBIAR INVESTORS, LLC Service code 28 200 COLUMBINE ST, 800 · DENVER, CO 80206 | Investment Management | $16,667 |
COMERICA BANK10+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $16,662 |
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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 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 5.93% | 9.01%-3.1pp | 8.99%-3.1pp | 8.39%-2.5pp |
| Employer contribution / active EE | $22,436 | $13,944+60.9% | $25,171-10.9% | $18,340+22.3% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |