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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... | $143,713 |
MANNING & NAPIER6+ years Service code 28 · EIN 16-0995736 | Investment Management | $98,127 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN CORE REALTY FUND Service code 28 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $63,142 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Custodial (other than securities); Di... | $49,838 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $44,645 |
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $36,187 |
BLITMAN & KING3 years Service code 29 · EIN 16-1047304 | Legal | $29,363 |
Service code 28 · EIN 26-4310632 120 N LASALLE STREET, 1510 · CHICAGO, IL 60602 | Investment Management | $16,895 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $15,375 |
ASHER KELLY1 year Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $10,093 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,568 | $81,719-55.3% | $101,275-63.9% | $90,274-59.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 14.55% | 337.64%-323.1pp | 46.48%-31.9pp | 53.97%-39.4pp |
| Employer contribution / active EE | $1,536 | $3,622-57.6% | $3,660-58.0% | $2,523-39.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $289 | $162+78.6% | $5,948-95.1% | $114+153.5% |