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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCHESTER WELFARE FUND Service code 40 · EIN 16-0821557 | Foreign entity (e.g., an agent or bro... | $90,021 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Direct payment from the plan; Custodi... | $68,786 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN CORE REALTY FUND Service code 28 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $67,377 |
ASHER KELLY2 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $52,198 |
SEG PARTNERS II, L.P.1 year Filed as: SEG PARTNERS OFFSHORE, LTD. Service code 28 · EIN 02-1181229 | Investment Management | $47,004 |
MANNING & NAPIER7+ years Service code 28 · EIN 16-0995736 | Investment Management | $37,998 |
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $30,582 |
Service code 28 · EIN 26-4310632 120 N LASALLE STREET, 1510 · CHICAGO, IL 60602 | Investment Management | $18,668 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 | Accounting | $17,750 |
Filed as: REINHART Service code 28 · EIN 26-4310632 | Investment Management | $16,895 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,879 | $88,770-50.6% | $109,143-59.8% | $93,030-52.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 11.18% | 60.64%-49.5pp | 25.75%-14.6pp | 158.70%-147.5pp |
| Employer contribution / active EE | $1,812 | $3,780-52.0% | $3,722-51.3% | $2,706-33.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $299 | $172+73.7% | $6,752-95.6% | $152+97.3% |