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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $214,833 |
PRIVATE ADVISORS LLC3 years Filed as: PRIVATE ADVISORS Service code 28 · EIN 54-1886751 | Investment Management | $118,733 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $66,054 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $64,578 |
Service code 28 · EIN 52-6218800 | Investment Management | $63,785 |
AEW CAPITAL MANAGEMENT4 years Filed as: AEW Service code 28 · EIN 26-0557406 | Investment Management | $60,637 |
FIRST STATE TRUST COMPANY5+ years Service code 28 · EIN 13-3124172 | Investment Management | $56,973 |
SAGE ADVISORY SERVICES5+ years Filed as: SAGE ADVISORS Service code 28 · EIN 74-2798841 | Investment Management | $27,678 |
HARDING LOEVNER LP5+ years Filed as: HARDING LOEVNER INTERNATIONAL Service code 28 · EIN 27-0684167 | Investment Management | $27,674 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $20,450 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 19.04% | 15.47%+3.6pp | 12.93%+6.1pp | 53.27%-34.2pp |
| Employer contribution / active EE | $10,651 | $15,545-31.5% | $35,210-69.8% | $14,774-27.9% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |