| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $2,753,209 |
ULLICO6 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $1,201,132 |
VICTORY5 years Filed as: VICTORY TRIVALENT Service code 28 4249 EASTON WAY, SUITE 400 · COLUMBUS, OH 43219 | Investment Management | $983,894 |
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS MICRO VALUE Service code 28 323 N WASHINGTON AVE SUITE 360 · MINNEAPOLIS, MN 55401 | Investment Management | $863,482 |
DELAWARE INVESTMENTS8+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-3061021 | Investment Management | $860,024 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $832,110 |
HARDING LOEVNER LP8+ years Service code 28 · EIN 27-0684167 | Investment Management | $726,248 |
ARISTOTLE CAPITAL MANAGEMENT6 years Filed as: ARISTOTLE LG VALUE Service code 28 · EIN 95-4833644 | Investment Management | $720,441 |
WESTFIELD CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0175963 | Investment Management | $701,676 |
DELAWARE INVESTMENTS8+ years Filed as: DELAWARE MANAGEMENT BUSINESS TRUST Service code 28 · EIN 23-3061021 | Investment Management | $566,946 |
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.18% | -5.36%-5.8pp | -5.85%-5.3pp | 7.68%-18.9pp |
| Employer contribution / active EE | $9,850 | $12,163-19.0% | $31,839-69.1% | $9,142+7.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |