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| Provider | Service type | Compensation |
|---|---|---|
VITECH SYSTEMS GROUP4+ years Filed as: VITECH SYSTEMS GROUP INC Service code 49 · EIN 13-3785492 | Other Services | $530,339 |
BOSTON PARTNERS4+ years Service code 28 · EIN 98-0202744 | Investment Management | $351,117 |
Filed as: SIGULER GUFF Service code 28 · EIN 83-2907311 | Investment Management | $325,690 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $286,098 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $280,987 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $265,994 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $262,403 |
OCM MEZZ III4+ years Filed as: OAKTREE ENHANCED INCOME FUND II Service code 28 · EIN 98-1151496 | Investment Management | $200,000 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $184,895 |
CBRE CLARION SECURITIES LLC4+ years Filed as: CBRE CLARION SECURITIES, LLC Service code 28 · EIN 23-2802869 | Investment Management | $138,237 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -5.93% | -1.27%-4.7pp | -0.67%-5.3pp | 33.37%-39.3pp |
| Employer contribution / active EE | $19,000 | $12,021+58.1% | $31,731-40.1% | $11,253+68.8% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |