| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $3,093,880 |
ULLICO8 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $1,364,569 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $1,243,284 |
VICTORY7 years Filed as: VICTORY TRIVALENT Service code 28 4249 EASTON WAY, SUITE 400 · COLUMBUS, OH 43219 | Investment Management | $1,041,914 |
FOUNDRY PARTNERS8 years Filed as: FOUNDRY PARTNERS MICRO VALUE Service code 28 323 N WASHINGTON AVE SUITE 360 · MINNEAPOLIS, MN 55401 | Investment Management | $1,014,621 |
DELAWARE INVESTMENTS10+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-3061021 | Investment Management | $939,863 |
Service code 28 · EIN 95-3703295 | Investment Management | $812,083 |
HARDING LOEVNER LP10+ years Service code 28 · EIN 27-0684167 | Investment Management | $793,221 |
WESTFIELD CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0175963 | Investment Management | $750,280 |
ARISTOTLE CAPITAL MANAGEMENT8 years Filed as: ARISTOTLE LG VALUE Service code 28 · EIN 95-4833644 | Investment Management | $627,668 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.38% | 10.11%-3.7pp | 8.10%-1.7pp | 8.85%-2.5pp |
| Employer contribution / active EE | $10,087 | $12,795-21.2% | $28,649-64.8% | $8,529+18.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |