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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $1,160,664 |
FOUNDRY PARTNERS5+ years Service code 28 · EIN 46-1184506 | Investment Management | $737,764 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 13 · EIN 32-2383171 | Contract Administrator | $685,125 |
PRIVATE ADVISORS LLC5+ years Service code 28 · EIN 54-1886751 | Investment Management | $584,302 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $451,087 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL INVESTMENT Service code 28 · EIN 26-0319356 | Investment Management | $404,412 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST INVESTMENT Service code 19 · EIN 36-1561860 | Securities Custodian | $310,244 |
WEINBERG, ROGER & ROSENFELD5+ years Service code 29 · EIN 94-2458080 | Legal | $307,845 |
MCMORGAN & COMPANY LLC2 years Filed as: MCMORGAN AND COMPANY, LLC Service code 28 · EIN 94-1650768 | Investment Management | $306,577 |
FRANKLIN TEMPLETON5+ years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 · EIN 01-0846058 | Investment Management | $305,571 |
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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 | $192,455-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 15.90% | 1023.85%-1007.9pp | 50.81%-34.9pp | 1023.85%-1007.9pp |
| Employer contribution / active EE | $17,626 | $11,605+51.9% | $42,739-58.8% | $11,605+51.9% |
| Participant deferral / active EE | $0 | $275-100.0% | $90-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,268-100.0% | - |