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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCHESTER WELFARE FUND Service code 40 · EIN 16-0821557 | Direct payment from the plan; Foreign... | $134,903 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Custodial (other than securities); Di... | $62,553 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN CORE REALTY FUND Service code 28 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $49,819 |
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $44,207 |
ASHER KELLY6 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $25,441 |
POLEN CAPITAL1 year Service code 28 500 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $23,964 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 60602 | Investment Management | $22,763 |
BONADIO & CO., LLP8 years Service code 10 · EIN 16-1131146 | Accounting | $20,993 |
MANNING & NAPIER11+ years Service code 28 · EIN 16-0995736 | Investment Management | $18,160 |
WAYCROSS1 year Service code 28 4965 U.S. HIGHWAY 42, SUITE 2900 · LOUISVILLE, KY 40222 | Investment Management | $17,373 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,008 | $92,224-54.5% | $105,223-60.1% | $79,634-47.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.29% | 88.65%-80.4pp | 180.65%-172.4pp | 36.46%-28.2pp |
| Employer contribution / active EE | $4,093 | $3,965+3.2% | $3,689+11.0% | $2,529+61.8% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $260 | $1,121-76.8% | $8,859-97.1% | $1,002-74.1% |