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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $1,323,403 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $1,124,811 |
BENESYS, INC.1 year Filed as: BENESYS INC. Service code 13 · EIN 32-2383171 | Contract Administrator | $762,219 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $737,210 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 30-0872552 | Investment Management | $597,995 |
Service code 28 · EIN 91-1042342 | Investment Management | $554,850 |
PRIVATE ADVISORS LLC8+ years Service code 28 · EIN 54-1886751 | Investment Management | $473,752 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $434,863 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $403,746 |
WEINBERG, ROGER & ROSENFELD8+ years Service code 29 · EIN 94-2458080 | Legal | $395,210 |
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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 | $104,068-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -12.11% | -14.80%+2.7pp | -10.12%-2.0pp | -14.80%+2.7pp |
| Employer contribution / active EE | $20,362 | $8,996+126.3% | $47,166-56.8% | $8,996+126.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $492-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $4,025-100.0% | - |