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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $37,017 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7243326 | Investment Management | $30,957 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $27,534 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $25,359 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITOL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $16,443 |
BERNZOTT CAPITAL ADVISORS3+ years Filed as: BERNZOTT CAPITAL ADVISOR Service code 28 · EIN 77-0464710 | Investment Management | $5,119 |
NEPC, LLC3+ years Service code 50 · EIN 26-1429809 | Direct Payment | $4,015 |
SEI INVESTMENTS3+ years Filed as: SEI TRUST Service code 19 · EIN 47-1111663 | Securities Custodian | $3,493 |
AQR CAPITAL MANAGEMENT LLC3+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 C/O ELIAN FIDUCIARY SERVICES CAYMAN · CAMANA BAY, KY 19007 | Investment Management | $0 |
CUPPS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 36-4464112 | Investment Management | $0 |
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Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 15.76% | 9.90%+5.9pp | 10.16%+5.6pp | 10.21%+5.5pp |
| Employer contribution / active EE | $33,816 | $36,071-6.3% | $33,192+1.9% | $42,272-20.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |