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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 440 SOUTH LA SALLE ST · CHICAGO, IL 60605 | Advisory (Plan) | $104,565 |
BENESYS, INC.1+ years Service code 10 · EIN 38-2383171 | Accounting | $74,918 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $58,278 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $37,111 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST, STE 800 · DENVER, CO 80206 | Investment Management | $32,851 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SRVICES LTD. CO Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $26,713 |
STEVEN F. SPENDER, P.C.1+ years Service code 29 · EIN 46-0775126 | Legal | $26,410 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY GROUP Service code 28 1050 WALNUT ST., STE 210 · BOULDER, CO 80302 | Investment Management | $24,954 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $18,183 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX CAPITAL, LLC Service code 28 · EIN 38-2284921 | Investment Management | $14,465 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -1.15% | 2.79%-3.9pp | 4.16%-5.3pp | 11.88%-13.0pp |
| Employer contribution / active EE | $20,871 | $10,530+98.2% | $29,966-30.4% | $14,612+42.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |