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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... | $146,552 |
Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Custodial (other than securities); Di... | $108,882 |
MANNING & NAPIER4+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $97,847 |
BLITMAN & KING1 year Service code 29 · EIN 16-1047304 | Legal | $85,483 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CORE REALTY FUND Service code 21 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Bank Trustee | $61,217 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $30,056 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $17,300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | -1.13% | -0.36%-0.8pp | 651.17%-652.3pp | -0.04%-1.1pp |
| Employer contribution / active EE | $1,859 | $3,856-51.8% | $5,605-66.8% | $2,405-22.7% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |