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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $391,287 |
Service code 13 · EIN 94-3089465 | Contract Administrator | $384,300 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $206,704 |
Service code 28 · EIN 91-1042342 | Investment Management | $193,317 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $178,645 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $140,745 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $133,732 |
LSV ASSET MANAGEMENT6+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $118,194 |
KRAW LAW GROUP4 years Service code 29 · EIN 32-0465891 | Legal | $116,212 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 | Actuarial | $107,236 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.40% | 6.82%+5.6pp | 8.01%+4.4pp | 12.86%-0.5pp |
| Employer contribution / active EE | $15,290 | $12,695+20.4% | $29,476-48.1% | $13,687+11.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |