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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $263,076 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $72,154 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $63,255 |
FIRST STATE TRUST COMPANY1+ years Service code 28 · EIN 13-3124172 | Investment Management | $50,072 |
COLUMBIA1+ years Filed as: COLUMBIA SMALL CAP Service code 28 · EIN 52-1940739 | Investment Management | $38,811 |
AMERICAN FUNDS1+ years Filed as: GW CAPITAL Service code 28 · EIN 68-0204817 | Investment Management | $31,690 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX Service code 28 · EIN 31-1198068 | Investment Management | $30,305 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORS Service code 28 · EIN 74-2798841 | Investment Management | $28,555 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER INTERNATIONAL Service code 28 · EIN 27-0684167 | Investment Management | $27,803 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS Service code 28 · EIN 84-1596610 | Investment Management | $22,388 |
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -0.25% | -0.74%+0.5pp | -1.08%+0.8pp | -0.60%+0.3pp |
| Employer contribution / active EE | $9,263 | $12,555-26.2% | $35,779-74.1% | $12,272-24.5% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |