| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $2,862,604 |
AB FUNDS4 years Filed as: POLEN CAPITAL LARGE CAP Service code 28 · EIN 26-0319356 | Investment Management | $1,174,133 |
ULLICO5 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $1,049,416 |
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS MICRO VALUE Service code 28 323 N WASHINGTON AVE SUITE 360 · MINNEAPOLIS, MN 55401 | Investment Management | $1,021,985 |
HARDING LOEVNER LP7+ years Service code 28 · EIN 27-0684167 | Investment Management | $1,021,878 |
ARISTOTLE CAPITAL MANAGEMENT5 years Filed as: ARISTOTLE LG VALUE Service code 28 · EIN 95-4833644 | Investment Management | $995,866 |
WESTFIELD CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0175963 | Investment Management | $912,397 |
DELAWARE INVESTMENTS7+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-3061021 | Investment Management | $899,202 |
RICE HALL JAMES2 years Service code 28 · EIN 43-1992529 | Investment Management | $804,938 |
VICTORY4 years Filed as: VICTORY TRIVALENT Service code 28 4249 EASTON WAY, SUITE 400 · COLUMBUS, OH 43219 | Investment Management | $778,749 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 14.07% | 13.51%+0.6pp | 11.08%+3.0pp | 13.51%+0.6pp |
| Employer contribution / active EE | $9,488 | $8,170+16.1% | $28,418-66.6% | $8,170+16.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |