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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: GRAYSTONE CONSULTING Service code 27 440 SOUTH LA SALLE ST · CHICAGO, IL 60605 | Advisory (Plan) | $117,313 |
BENESYS, INC.5+ years Service code 10 · EIN 38-2383171 | Accounting | $83,389 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 7501 WISONCIN AVNUE · BETHESDA, MD 20814 | Investment Management | $57,526 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISIS, LLC Service code 29 · EIN 03-0599899 | Legal | $46,001 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS, LLC Service code 28 200 COLUMBINE ST 800 · DENVER, CO 80206 | Investment Management | $39,417 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $35,731 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS, LLC Service code 28 323 WASHINGTON AVE N, 360 · MINNEAPOLIS, MN 55401 | Investment Management | $31,425 |
Filed as: TCW INVESTMENT MANGEMENT COMPANY Service code 28 865 S. FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $18,438 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL MANAGEMENT, LLC Service code 28 · EIN 35-2156428 10050 INNOVATIONS DE,120 · DAYTON, OH 45342 | Investment Management | $17,747 |
Service code 10 · EIN 38-2284921 | Accounting | $15,250 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | -3.14% | 6.95%-10.1pp | 8.01%-11.2pp | 627.08%-630.2pp |
| Employer contribution / active EE | $19,931 | $11,635+71.3% | $29,475-32.4% | $18,824+5.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |