| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS8 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $1,516,225 |
Service code 12 · EIN 94-3089465 | Contract Administrator; Recordkeeping... | $1,430,205 |
MCMORGAN & COMPANY LLC10+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $1,207,485 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $933,286 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $448,626 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $264,440 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL INC. Service code 28 · EIN 13-2726734 | Investment Management | $247,215 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $245,093 |
Filed as: SILVERCREST ASSET MGMT GROUP LLC Service code 28 · EIN 13-4194623 | Investment Management | $226,823 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $224,803 |
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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 7.07% | 9.30%-2.2pp | 8.34%-1.3pp | 9.30%-2.2pp |
| Employer contribution / active EE | $7,834 | $12,551-37.6% | $30,790-74.6% | $12,551-37.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |