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| Provider | Service type | Compensation |
|---|---|---|
CK OPPORTUNITIES GP LLC2 years Service code 28 · EIN 85-3008088 | Investment Management | $1,967,265 |
BENESYS, INC.9+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $1,561,244 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $923,031 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 20-8764829 | Investment Management | $691,938 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $473,570 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE MANAGEMENT BUSINESS TRUST Service code 28 · EIN 23-3061021 | Investment Management | $400,307 |
Service code 11 · EIN 26-1370698 | Actuarial | $390,175 |
Service code 28 · EIN 95-4861680 | Investment Management | $349,173 |
EARNEST PARTNERS, LLC2 years Service code 28 · EIN 58-2386669 | Investment Management | $296,238 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $285,356 |
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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 | $0 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 11.21% | 33.11%-21.9pp | 20.18%-9.0pp | 33.11%-21.9pp |
| Employer contribution / active EE | $25,309 | $9,000+181.2% | $29,108-13.0% | $9,000+181.2% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |