| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $1,247,708 |
MCMORGAN & COMPANY LLC6+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $587,857 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $547,864 |
FOUNDRY PARTNERS4 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $442,120 |
POLEN CAPITAL3 years Service code 28 · EIN 26-0319356 | Investment Management | $354,915 |
FIERA CAPITAL4 years Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $340,305 |
Filed as: SILVERCREST ASSET MGMT Service code 50 · EIN 13-4194623 | Direct Payment | $285,628 |
SALTZMAN & JOHNSON6+ years Service code 29 · EIN 94-2376174 | Legal | $174,620 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $171,619 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $165,841 |
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 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 11.22% | 12.86%-1.6pp | 7.87%+3.4pp | 12.86%-1.6pp |
| Employer contribution / active EE | $7,296 | $13,687-46.7% | $31,784-77.0% | $13,687-46.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |