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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: GRAYSTONE CONSLTNG / MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $272,260 |
J W COLE FINANCIAL INC2 years Filed as: MK COLE Service code 30 · EIN 51-6133048 | Direct payment from the plan; Employe... | $83,627 |
FIRST MIDWEST BANK5+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $74,169 |
SAGE ADVISORY SERVICES5+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $74,164 |
P KEENAN2 years Service code 14 · EIN 51-6133048 | Plan Administrator | $58,019 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $57,787 |
FRANKLIN TEMPLETON5+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 · EIN 01-0846058 | Investment Management | $51,794 |
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $41,694 |
O'SULLIVAN ASSOCIATES5+ years Service code 11 · EIN 20-8199367 | Actuarial | $41,500 |
FIERA CAPITAL4 years Filed as: FIERA CAPITAL INC. Service code 28 · EIN 13-2726734 | Investment Management | $39,734 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 18.40% | 10.27%+8.1pp | 10.56%+7.8pp | 53.27%-34.9pp |
| Employer contribution / active EE | $13,220 | $12,273+7.7% | $30,197-56.2% | $14,774-10.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |