| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $1,804,986 |
HARDING LOEVNER LP2+ years Service code 28 · EIN 27-0684167 | Investment Management | $728,977 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $721,455 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-3061021 | Investment Management | $642,882 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $629,325 |
RIDGEWORTH2+ years Filed as: NFJ INVESTMENT GROUP Service code 28 · EIN 75-2555709 | Investment Management | $554,836 |
WAMCO2+ years Filed as: WAMCO SMA Service code 28 620 8TH AVENUE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $536,556 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $437,946 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE MANAGEMENT BUSINESS TRUST Service code 28 · EIN 23-3061021 | Investment Management | $397,383 |
APEX CAPITAL MANAGEMENT2+ years Service code 28 · EIN 31-1198068 | Investment Management | $334,490 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 6.06% | 10.64%-4.6pp | 4.16%+1.9pp | 10.64%-4.6pp |
| Employer contribution / active EE | $8,856 | $11,561-23.4% | $29,966-70.4% | $11,561-23.4% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |