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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSLTNG / MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $252,557 |
MARY DELANEY CERETTO1 year Filed as: MARY KAY COLE Service code 30 · EIN 51-6133048 | Employee (plan) | $81,986 |
FIRST MIDWEST BANK3+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $77,828 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $70,908 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $60,422 |
FRANKLIN TEMPLETON3+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 · EIN 01-0846058 | Investment Management | $53,451 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $43,836 |
O'SULLIVAN ASSOCIATES3+ years Service code 11 · EIN 20-8199367 | Actuarial | $43,425 |
P KEENAN1 year Filed as: PATRICK KEENAN Service code 14 · EIN 51-6133048 | Plan Administrator | $41,490 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL INC. Service code 28 · EIN 13-2726734 | Investment Management | $34,135 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.11% | 11.78%+0.3pp | 8.32%+3.8pp | 23.90%-11.8pp |
| Employer contribution / active EE | $12,359 | $11,309+9.3% | $30,793-59.9% | $16,539-25.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |