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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $912,909 |
FOUNDRY PARTNERS3+ years Service code 28 · EIN 46-1184506 | Investment Management | $713,364 |
BENESYS, INC.3+ years Filed as: BENESYS Service code 13 · EIN 32-2383171 | Contract Administrator | $648,720 |
PRIVATE ADVISORS LLC3+ years Service code 28 · EIN 54-1886751 | Investment Management | $503,400 |
FRANKLIN TEMPLETON3+ years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 · EIN 01-0846058 | Investment Management | $425,500 |
WEINBERG, ROGER & ROSENFELD3+ years Service code 29 · EIN 94-2458080 | Legal | $393,957 |
MCMORGAN & COMPANY LLC3+ years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 94-1650768 | Investment Management | $332,557 |
AMERICAN REALTY ADVISORS3+ years Filed as: MCKAY SHIELDS LLC Service code 28 · EIN 13-4080466 | Investment Management | $297,390 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $233,311 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST INVESTMENT Service code 19 · EIN 36-1561860 | Securities Custodian | $230,797 |
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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 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 12.84% | 17.84%-5.0pp | 7.90%+4.9pp | 17.84%-5.0pp |
| Employer contribution / active EE | $15,776 | $14,688+7.4% | $41,695-62.2% | $14,688+7.4% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |