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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 27 440 SOUTH LA SALLE ST · CHICAGO, IL 60605 | Advisory (Plan) | $105,935 |
BENESYS, INC.2+ years Service code 10 · EIN 38-2383171 | Accounting | $75,481 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $52,447 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST, STE 800 · DENVER, CO 80206 | Investment Management | $29,189 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD. CO Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $27,325 |
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY GROUP Service code 28 1050 WALNUT ST., STE 210 · BOULDER, CO 80302 | Investment Management | $27,119 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $23,896 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $21,605 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $16,850 |
APEX CAPITAL MANAGEMENT2+ years Filed as: APEX CAPITAL, LLC Service code 28 · EIN 38-2284921 | Investment Management | $14,662 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 7.17% | 11.09%-3.9pp | 8.32%-1.2pp | 13.95%-6.8pp |
| Employer contribution / active EE | $20,198 | $10,980+84.0% | $30,793-34.4% | $16,598+21.7% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |