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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Service code 28 801 N BRAND BOULEVARD, SUITE 800 · GLENDALE, CA 91203 | Investment Management | $318,819 |
GLOBEFLEX CAPITAL LP5+ 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 | $125,032 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLOOR · LITTLE FALLS, NJ 07424 | Actuarial | $123,507 |
ALGER5+ years Filed as: FRED ALGER MANAGMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVE S. · NEW YORK, NY 10010 | Investment Management | $96,630 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 19 7402 HODGSON MEMORIAL DRIVE, ST 100 · SAVANNAH, GA 31406 | Securities Custodian | $82,500 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DR 400 · BERWYN, PA 19312 | Investment Management | $81,048 |
SEI INVESTMENTS5+ years Filed as: COOKE & BIELER, L.P. Service code 27 · EIN 23-3082822 1700 MARKET STREET SUITE 3222 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $77,438 |
FABIAN & BYRN LLC3 years Filed as: FABIAN & BRYN LLC Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE, SUITE 105 · ROSELAND, NJ 07068 | Contract Administrator | $58,080 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 SOUTH COLLEGE STREET SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $42,242 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE, 9TH FL · NEW YORK, NY 10001 | Securities Custodian | $37,719 |
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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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 14.57% | 20.24%-5.7pp | 16.32%-1.7pp | 53.27%-38.7pp |
| Employer contribution / active EE | $13,379 | $14,384-7.0% | $31,806-57.9% | $14,774-9.4% |
| Participant deferral / active EE | $2,367 | $1,713+38.2% | $211+1019.1% | $1,259+88.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |