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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Service code 28 801 N BRAND BOULEVARD, SUITE 800 · GLENDALE, CA 91203 | Investment Management | $250,070 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLOOR · LITTLE FALLS, NJ 07424 | Actuarial | $175,900 |
GLOBEFLEX CAPITAL LP2+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 28 · EIN 33-0597629 4365 EXECUTIVE DRIVE, SUITE 720 · SAN DIEGO CA, CA 92121 | Investment Management | $108,329 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 19 7402 HODGSON MEMORIAL DRIVE, ST 100 · SAVANNAH, GA 31406 | Securities Custodian | $80,000 |
ALGER2+ years Filed as: FRED ALGER MANAGMENT INC. Service code 28 360 PARK AVE S. · NEW YORK, NY 10010 | Investment Management | $74,767 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER, L.P. Service code 27 · EIN 23-3082822 1700 MARKET STREET SUITE 3222 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $73,768 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DR 400 · BERWYN, PA 19312 | Investment Management | $64,254 |
Filed as: VALLEY FORGE BENEFIT ADMINISTRATORS Service code 13 · EIN 20-0901017 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $58,080 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 SOUTH COLLEGE STREET SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $48,098 |
COLLERAN, O'HARA & MILLS LLP2+ years Service code 29 · EIN 11-2940050 1225 FRANKLIN AVENUE · GARDEN CITY, NY 11530 | Legal | $30,044 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 6.26% | 4.38%+1.9pp | 4.72%+1.5pp | 7.18%-0.9pp |
| Employer contribution / active EE | $12,796 | $13,406-4.5% | $30,821-58.5% | $13,095-2.3% |
| Participant deferral / active EE | $2,115 | $1,941+8.9% | $113+1769.6% | $385+449.8% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |