Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $798,316 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 32-2383171 | Contract Administrator | $612,218 |
FOUNDRY PARTNERS1+ years Service code 28 · EIN 46-1184506 | Investment Management | $498,220 |
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 94-1650768 | Investment Management | $428,359 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $424,684 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 | Legal | $406,741 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 · EIN 01-0846058 | Investment Management | $269,620 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENT Service code 19 · EIN 36-1561860 | Securities Custodian | $247,011 |
PRIVATE ADVISORS LLC1+ years Service code 28 · EIN 54-1886751 | Investment Management | $244,263 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $222,370 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $14,096,330-100.0% | $219,249-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | -0.62% | 1.67%-2.3pp | 1.50%-2.1pp | 1.67%-2.3pp |
| Employer contribution / active EE | $14,498 | $10,506+38.0% | $37,746-61.6% | $10,506+38.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $87-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $0 | $66,276-100.0% |