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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSLTNG / MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $270,073 |
J W COLE FINANCIAL INC1 year Filed as: MK COLE Service code 30 · EIN 51-6133048 | Employee (plan); Direct payment from ... | $83,434 |
FIRST MIDWEST BANK4+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $80,020 |
SAGE ADVISORY SERVICES4+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $69,894 |
P KEENAN1 year Service code 14 · EIN 51-6133048 | Plan Administrator | $57,891 |
FRANKLIN TEMPLETON4+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 · EIN 01-0846058 | Investment Management | $53,738 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $52,247 |
O'SULLIVAN ASSOCIATES4+ years Service code 11 · EIN 20-8199367 | Actuarial | $49,500 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $47,786 |
FIERA CAPITAL3 years Filed as: FIERA CAPITAL INC. Service code 28 · EIN 13-2726734 | Investment Management | $39,622 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.20% | 4.25%-8.4pp | -752.26%+748.1pp | 0.19%-4.4pp |
| Employer contribution / active EE | $13,033 | $11,906+9.5% | $31,802-59.0% | $13,763-5.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |