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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $997,673 |
FOUNDRY PARTNERS4+ years Service code 28 · EIN 46-1184506 | Investment Management | $698,905 |
BENESYS, INC.4+ years Filed as: BENESYS Service code 13 · EIN 32-2383171 | Contract Administrator | $682,958 |
PRIVATE ADVISORS LLC1 year Filed as: PRIVATE ADVISORS, LLC Service code 28 · EIN 54-1886751 | Investment Management | $504,177 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $428,701 |
WEINBERG, ROGER & ROSENFELD4+ years Service code 29 · EIN 94-2458080 | Legal | $407,166 |
FRANKLIN TEMPLETON4+ years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 · EIN 01-0846058 | Investment Management | $332,863 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN AND COMPANY, LLC Service code 28 · EIN 94-1650768 | Investment Management | $290,388 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST INVESTMENT Service code 19 · EIN 36-1561860 | Securities Custodian | $252,897 |
AMERICAN REALTY ADVISORS4+ years Filed as: MCKAY SHIELDS LLC Service code 28 · EIN 13-4080466 | Investment Management | $249,295 |
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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 | $157,995-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | -3.65% | 73.13%-76.8pp | 83.75%-87.4pp | 73.13%-76.8pp |
| Employer contribution / active EE | $17,274 | $8,421+105.1% | $41,592-58.5% | $8,421+105.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $77-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $678-100.0% | - |