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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 27 440 SOUTH LA SALLE ST · CHICAGO, IL 60605 | Advisory (Plan) | $114,264 |
BENESYS, INC.3+ years Service code 10 · EIN 38-2383171 | Accounting | $78,713 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $52,616 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA, 1800 · LOS ANGELES, CA 90017 | Investment Management | $37,948 |
CAMBIAR INVESTORS LLC3+ years Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST 800 · DENVER, CO 80206 | Investment Management | $37,250 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI LLC Service code 29 9440 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $31,015 |
FOUNDRY PARTNERS3+ years Filed as: FOUNDRY GROUP Service code 28 1050 WALNUT ST 210 · BOULDER, CO 80302 | Investment Management | $29,886 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $23,850 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD. CO. Service code 28 5900 SOUTHWEST PARKWAY · AUSITN, TX 78735 | Investment Management | $19,014 |
APEX CAPITAL MANAGEMENT1 year Filed as: APEX CAPITAL MANAGEMENT, LLC Service code 28 701 ROBLEY DR. · LAFAYETTE, LA 70503 | Investment Management | $14,710 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 7.57% | 1.05%+6.5pp | -752.26%+759.8pp | -0.69%+8.3pp |
| Employer contribution / active EE | $22,162 | $11,363+95.0% | $31,802-30.3% | $16,786+32.0% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |