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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $814,744 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 13 · EIN 32-2383171 | Contract Administrator | $638,846 |
FOUNDRY PARTNERS2+ years Service code 28 · EIN 46-1184506 | Investment Management | $592,472 |
MCMORGAN & COMPANY LLC2+ years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 94-1650768 | Investment Management | $388,648 |
FRANKLIN TEMPLETON2+ years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 · EIN 01-0846058 | Investment Management | $373,327 |
INVESCO1 year Filed as: INVESCO INTERNATIONAL GROWTH TRUST Service code 28 · EIN 20-2583937 | Investment Management | $365,422 |
AMERICAN REALTY ADVISORS2+ years Filed as: MCKAY SHIELDS LLC Service code 28 · EIN 13-4080466 | Investment Management | $287,579 |
WEINBERG, ROGER & ROSENFELD2+ years Service code 29 · EIN 94-2458080 | Legal | $278,880 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $246,851 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST INVESTMENT Service code 19 · EIN 36-1561860 | Securities Custodian | $205,420 |
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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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 9.40% | 9.19%+0.2pp | 2.89%+6.5pp | 9.19%+0.2pp |
| Employer contribution / active EE | $15,331 | $12,608+21.6% | $39,831-61.5% | $12,608+21.6% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |