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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $1,329,952 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $1,147,178 |
BENESYS, INC.9+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $783,490 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $650,788 |
Service code 28 · EIN 91-1042342 | Investment Management | $546,578 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 30-0872552 | Investment Management | $532,017 |
APOGEM CAPITAL, LLC1 year Service code 28 · EIN 85-1664787 | Investment Management | $486,750 |
MCMORGAN & COMPANY LLC2 years Filed as: MCMORGAN & COMPANY, LLC Service code 28 · EIN 52-2334338 | Investment Management | $470,052 |
ARISTOTLE CAPITAL MANAGEMENT4 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $418,368 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $393,518 |
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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 | $337,745-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 0.0%0pp |
| Annual return | 11.95% | 33.11%-21.2pp | 9.57%+2.4pp | 33.11%-21.2pp |
| Employer contribution / active EE | $22,644 | $9,000+151.6% | $39,814-43.1% | $9,000+151.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $46-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $352,588-100.0% | - |