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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $211,144 |
GCM GROSVENOR3+ years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-3795985 | Investment Management | $187,747 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $158,766 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 45-2531297 | Investment Management | $85,490 |
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 28 · EIN 39-6576073 | Investment Management | $77,384 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL HIGH INC FD. L.P. Service code 27 · EIN 45-5287411 | Advisory (Plan) | $77,236 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $60,804 |
REINHART BOERNER VAN DEUREN S.C.3+ years Service code 29 · EIN 39-1126909 | Legal | $57,285 |
MARQUETTE ASSOCIATES3+ years Service code 17 · EIN 36-3485298 | Pension Consulting | $50,000 |
BENEFIT PLAN ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $46,170 |
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 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 29.50% | 15.65%+13.8pp | 176.29%-146.8pp | 20.87%+8.6pp |
| Employer contribution / active EE | $10,795 | $3,226+234.6% | $3,680+193.4% | $2,310+367.2% |
| Participant deferral / active EE | $4 | $2,779-99.9% | $3,897-99.9% | $3,537-99.9% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |