| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $1,265,771 |
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $830,035 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $598,564 |
MCMORGAN & COMPANY LLC7+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $540,512 |
POLEN CAPITAL4 years Service code 28 · EIN 26-0319356 | Investment Management | $514,740 |
Filed as: SILVERCREST ASSET MGMT Service code 50 · EIN 13-4194623 | Direct Payment | $395,265 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CAPITAL Service code 28 · EIN 95-4833644 | Investment Management | $277,973 |
FIERA CAPITAL5 years Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $224,975 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $217,820 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $156,620 |
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 14.20% | 15.63%-1.4pp | 11.31%+2.9pp | 15.63%-1.4pp |
| Employer contribution / active EE | $7,409 | $11,476-35.4% | $35,729-79.3% | $11,476-35.4% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |