| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $2,150,881 |
VICTORY1 year Filed as: VICTORY TRIVALENT Service code 28 4249 EASTON WAY, SUITE 400 · COLUMBUS, OH 43219 | Investment Management | $820,372 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS MICRO VALUE Service code 28 323 N WASHINGTON AVE SUITE 360 · MINNEAPOLIS, MN 55401 | Investment Management | $701,256 |
HARDING LOEVNER LP4+ years Service code 28 · EIN 27-0684167 | Investment Management | $697,138 |
ULLICO2 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $671,808 |
WESTFIELD CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0175963 | Investment Management | $620,118 |
WAMCO4+ years Filed as: WAMCO SMA Service code 28 · EIN 80-0175963 620 8TH AVENUE 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $615,675 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-3061021 | Investment Management | $608,428 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE MANAGEMENT BUSINESS TRUST Service code 28 · EIN 23-3061021 | Investment Management | $600,914 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $560,503 |
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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -7.49% | -1.95%-5.5pp | -752.26%+744.8pp | -1.95%-5.5pp |
| Employer contribution / active EE | $9,855 | $9,243+6.6% | $31,802-69.0% | $9,243+6.6% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |