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| Provider | Service type | Compensation |
|---|---|---|
GCM GROSVENOR2+ years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-3795985 | Investment Management | $212,691 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $205,581 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $161,628 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 45-2531297 | Investment Management | $76,991 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $74,540 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL HIGH INC FD. L.P. Service code 27 · EIN 45-5287411 | Advisory (Plan) | $73,425 |
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 28 · EIN 39-6576073 | Investment Management | $66,776 |
REINHART BOERNER VAN DEUREN S.C.2+ years Service code 29 · EIN 39-1126909 | Legal | $48,684 |
MARQUETTE ASSOCIATES2+ years Service code 17 · EIN 36-3485298 | Pension Consulting | $47,500 |
BENEFIT PLAN ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $46,386 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,921-100.0% | $84,753-100.0% | $57,661-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 7.74% | 10.24%-2.5pp | 22.78%-15.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $11,480 | $2,598+341.8% | $3,574+221.2% | $1,974+481.6% |
| Participant deferral / active EE | $5 | $2,742-99.8% | $3,712-99.9% | $3,061-99.8% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |