| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $2,320,701 |
ULLICO4 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $1,049,416 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $967,096 |
AB FUNDS3 years Filed as: POLEN CAPITAL LARGE CAP Service code 28 · EIN 26-0319356 | Investment Management | $954,043 |
HARDING LOEVNER LP6+ years Service code 28 · EIN 27-0684167 | Investment Management | $837,472 |
VICTORY3 years Filed as: VICTORY TRIVALENT Service code 28 4249 EASTON WAY, SUITE 400 · COLUMBUS, OH 43219 | Investment Management | $778,749 |
ARISTOTLE CAPITAL MANAGEMENT4 years Filed as: ARISTOTLE LG VALUE Service code 28 · EIN 95-4833644 | Investment Management | $771,138 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $690,508 |
DELAWARE INVESTMENTS6+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-3061021 | Investment Management | $685,393 |
WESTFIELD CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0175963 | Investment Management | $666,657 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.85% | 13.80%-1.9pp | 8.01%+3.8pp | 13.80%-1.9pp |
| Employer contribution / active EE | $9,134 | $10,386-12.1% | $29,476-69.0% | $10,386-12.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |