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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310844 | Pension Consulting | $225,741 |
PRIVATE ADVISORS LLC4 years Filed as: PRIVATE ADVISORS Service code 28 · EIN 54-1886751 | Investment Management | $149,777 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $73,010 |
Service code 28 · EIN 52-6218800 | Investment Management | $64,780 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $63,449 |
FIRST STATE TRUST COMPANY6+ years Service code 28 · EIN 13-3124172 | Investment Management | $59,888 |
AEW CAPITAL MANAGEMENT5 years Filed as: AEW Service code 28 · EIN 26-0557406 | Investment Management | $55,314 |
HARDING LOEVNER LP6+ years Filed as: HARDING LOEVNER INTERNATIONAL Service code 28 · EIN 27-0684167 | Investment Management | $32,169 |
SAGE ADVISORY SERVICES6+ years Filed as: SAGE ADVISORS Service code 28 · EIN 74-2798841 | Investment Management | $27,960 |
ASCENSUS LLC1 year Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $23,706 |
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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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 14.86% | 8.15%+6.7pp | 7.87%+7.0pp | 11.45%+3.4pp |
| Employer contribution / active EE | $10,805 | $17,725-39.0% | $31,784-66.0% | $17,219-37.2% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |