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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: GRAYSTONE CONSULTING Service code 27 440 SOUTH LA SALLE ST · CHICAGO, IL 60605 | Advisory (Plan) | $147,338 |
BENESYS, INC.7+ years Service code 10 · EIN 38-2383171 | Accounting | $87,666 |
Filed as: TCW INVESTMENT MANAGEENT COMPANY Service code 28 865 S. FIGEROA ST, 1800 · LOS ANGELES, CA 90017 | Investment Management | $58,989 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 7501 WISCONSIN AVE, 1300W · BETHESDA, MD 20814 | Investment Management | $56,176 |
FOUNDRY PARTNERS3 years Filed as: FOUNDRY PARTNERS, LLC Service code 28 323 WASHINGTON AVE. NORTH · MINNEAPOLIS, MN 55401 | Investment Management | $24,099 |
COMERICA BANK7+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $22,549 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $19,600 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $17,766 |
Service code 10 · EIN 38-2284921 | Accounting | $16,200 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY SERVICES LTD CO. Service code 28 5900 SOUTHWEST PKW BLDG 1 · AUSITN, TX 78735 | Investment Management | $8,949 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -3.09% | -6.78%+3.7pp | -5.84%+2.8pp | 39.77%-42.9pp |
| Employer contribution / active EE | $21,855 | $13,335+63.9% | $31,839-31.4% | $19,959+9.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |