| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $1,985,856 |
BASYS1 year Filed as: BASYS, INC Service code 49 3700 KOPPERS ST 400 · BALTIMORE, MD 21227 | Other Services | $684,390 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS MICRO VALUE Service code 28 323 N WASHINGTON AVE SUITE 360 · MINNEAPOLIS, MN 55401 | Investment Management | $678,179 |
HARDING LOEVNER LP3+ years Service code 28 · EIN 27-0684167 | Investment Management | $657,341 |
WAMCO3+ years Filed as: WAMCO SMA Service code 28 620 8TH AVENUE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $618,692 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE MANAGEMENT BUSINESS TRUST Service code 28 · EIN 23-3061021 | Investment Management | $588,897 |
VICTORY1 year Filed as: VICTORY TRVALENT Service code 28 4249 EASTON WAY, SUITE 400 · COLUMBUS, OH 43219 | Investment Management | $587,762 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-3061021 | Investment Management | $561,230 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $533,587 |
WESTFIELD CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0175963 | Investment Management | $517,482 |
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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 12.79% | 1057.21%-1044.4pp | 8.32%+4.5pp | 1057.21%-1044.4pp |
| Employer contribution / active EE | $9,518 | $14,374-33.8% | $30,793-69.1% | $14,374-33.8% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |