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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... | $123,646 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN CORE REALTY FUND Service code 28 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $79,854 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Custodial (other than securities); Di... | $76,932 |
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $46,009 |
SEG PARTNERS LTD.2 years Filed as: SEG PARTNERS OFFSHORE, LTD. Service code 28 · EIN 02-1181229 | Investment Management | $43,601 |
ASHER KELLY3 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $29,860 |
MANNING & NAPIER8+ years Service code 28 · EIN 16-0995736 | Investment Management | $28,920 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 60602 | Investment Management | $18,643 |
BONADIO & CO., LLP5 years Service code 10 · EIN 16-1131146 | Accounting | $18,285 |
Filed as: REINHART Service code 28 · EIN 26-4310632 | Investment Management | $16,382 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,862 | $76,774-29.8% | $112,263-52.0% | $77,906-30.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -8.42% | -10.25%+1.8pp | 27.49%-35.9pp | 12.16%-20.6pp |
| Employer contribution / active EE | $2,301 | $3,977-42.1% | $3,636-36.7% | $2,846-19.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $425 | $239+77.9% | $6,410-93.4% | $133+220.6% |