| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $2,699,124 |
ULLICO7 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $1,181,468 |
DELAWARE INVESTMENTS9+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-3061021 | Investment Management | $1,036,528 |
FOUNDRY PARTNERS7 years Filed as: FOUNDRY PARTNERS MICRO VALUE Service code 28 323 N WASHINGTON AVE SUITE 360 · MINNEAPOLIS, MN 55401 | Investment Management | $884,558 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $872,768 |
HARDING LOEVNER LP9+ years Service code 28 · EIN 27-0684167 | Investment Management | $809,376 |
WESTFIELD CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0175963 | Investment Management | $767,180 |
ARISTOTLE CAPITAL MANAGEMENT7 years Filed as: ARISTOTLE LG VALUE Service code 28 · EIN 95-4833644 | Investment Management | $710,974 |
Service code 28 · EIN 95-3703295 | Investment Management | $635,745 |
DELAWARE INVESTMENTS9+ years Filed as: DELAWARE MANAGEMENT BUSINESS TRUST Service code 28 · EIN 23-3061021 | Investment Management | $566,397 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 15.38% | 7.10%+8.3pp | 20.18%-4.8pp | 13.18%+2.2pp |
| Employer contribution / active EE | $9,938 | $12,760-22.1% | $29,108-65.9% | $8,469+17.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |