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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $1,335,288 |
FOUNDRY PARTNERS7+ years Service code 28 · EIN 46-1184506 | Investment Management | $1,254,663 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL INVESTMENT Service code 28 · EIN 26-0319356 | Investment Management | $773,859 |
BENESYS, INC.7+ years Filed as: BENESYS Service code 13 · EIN 32-2383171 | Contract Administrator | $738,423 |
PRIVATE ADVISORS LLC7+ years Service code 28 · EIN 54-1886851 | Investment Management | $611,955 |
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $503,437 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $456,820 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $427,923 |
Filed as: WEINBERG, ROGER & ROSENFIELD Service code 29 · EIN 94-2458080 | Legal | $384,823 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST INVESTMENT Service code 19 · EIN 36-1561860 | Securities Custodian | $355,426 |
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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 | $444,552-100.0% | $202,277-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 30.0%-30.0pp | 3.7%-3.7pp |
| Annual return | 16.11% | 15.63%+0.5pp | 8.88%+7.2pp | 15.63%+0.5pp |
| Employer contribution / active EE | $19,457 | $11,476+69.6% | $42,607-54.3% | $11,476+69.6% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $94-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,086-100.0% | $429-100.0% |