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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $216,206 |
PRIVATE ADVISORS LLC1 year Filed as: PRIVATE ADVISORS Service code 28 · EIN 54-1886751 | Investment Management | $86,832 |
AEW CAPITAL MANAGEMENT2 years Filed as: AEW Service code 28 · EIN 26-0557406 | Investment Management | $68,477 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $62,333 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $57,786 |
Service code 28 · EIN 52-6218800 | Investment Management | $56,908 |
FIRST STATE TRUST COMPANY3+ years Service code 28 · EIN 13-3124172 | Investment Management | $52,068 |
HARDING LOEVNER LP3+ years Filed as: HARDING LOEVNER INTERNATIONAL Service code 28 · EIN 27-0684167 | Investment Management | $22,165 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,125 |
Filed as: SIGULAR GUFF Service code 28 · EIN 54-1886751 | Investment Management | $15,297 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 14.53% | 12.52%+2.0pp | 9.39%+5.1pp | 23.90%-9.4pp |
| Employer contribution / active EE | $9,968 | $13,977-28.7% | $33,466-70.2% | $16,539-39.7% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |