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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $255,343 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $59,113 |
AEW CAPITAL MANAGEMENT1 year Filed as: AEW Service code 28 · EIN 26-0557406 | Investment Management | $53,402 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $50,922 |
FIRST STATE TRUST COMPANY2+ years Service code 28 · EIN 13-3124172 | Investment Management | $45,248 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER INTERNATIONAL Service code 28 · EIN 27-0684167 | Investment Management | $22,037 |
APEX CAPITAL MANAGEMENT2+ years Filed as: APEX Service code 28 · EIN 31-1198068 | Investment Management | $19,824 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $19,650 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORS Service code 28 · EIN 74-2798841 | Investment Management | $18,104 |
COLUMBIA2+ years Filed as: COLUMBIA SMALL CAP Service code 28 · EIN 52-1940739 | Investment Management | $17,615 |
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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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 6.16% | 4.82%+1.3pp | 3.97%+2.2pp | 7.18%-1.0pp |
| Employer contribution / active EE | $9,974 | $12,725-21.6% | $28,168-64.6% | $13,095-23.8% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |