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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $223,530 |
PDC ADMINISTRATIVE FUND1+ years Service code 13 · EIN 04-2824420 | Contract Administrator | $191,802 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-2288019 | Investment Management | $147,035 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $128,482 |
KBI GLOBAL INVESTORS1+ years Filed as: KLEINWORT BENSON INVESTORS INTL LTD Service code 28 · EIN 98-0460079 | Investment Management | $113,322 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1928058 | Actuarial | $108,040 |
PUNCH & ASSOCIATES1+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MANAG Service code 28 · EIN 82-0566501 | Investment Management | $74,266 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $68,000 |
CHICAGO EQUITY PARTNERS1+ years Service code 28 · EIN 36-4338679 | Investment Management | $64,061 |
Filed as: TCW CAPITAL TRUST Service code 28 · EIN 20-3417160 | Investment Management | $50,160 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -1.94% | 3.63%-5.6pp | 4.16%-6.1pp | 9.19%-11.1pp |
| Employer contribution / active EE | $14,129 | $11,363+24.3% | $29,966-52.9% | $12,608+12.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |