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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSLTNG / MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $233,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $94,529 |
J W COLE FINANCIAL INC1+ years Filed as: M K COLE Service code 30 · EIN 51-6133048 | Employee (plan) | $76,612 |
FIRST MIDWEST BANK1+ years Service code 10 · EIN 35-0210737 | Accounting | $71,425 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 5900 SOUTHWEST PARKWAY, BUILDING 1 · AUSTIN, TX 78735 | Investment Management | $69,370 |
D SODERQUIST1+ years Service code 14 · EIN 51-6133048 | Plan Administrator | $60,173 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $58,821 |
CAMBIAR INVESTORS LLC1+ years Service code 28 · EIN 84-1596610 | Investment Management | $53,520 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 2 RIGHTER PKWY DELAWARE CORP CENTER · WILMINGTON, DE 19803 | Investment Management | $43,394 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $41,124 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.07% | 0.68%-0.6pp | -1.61%+1.7pp | -0.60%+0.7pp |
| Employer contribution / active EE | $11,440 | $10,568+8.3% | $30,840-62.9% | $12,272-6.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |