See peer percentile detail. $4.99 for your first month.
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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... | $127,384 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN CORE REALTY FUND Service code 28 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $66,837 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Custodial (other than securities); Di... | $66,779 |
MANNING & NAPIER9+ years Service code 28 · EIN 16-0995736 | Investment Management | $36,877 |
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $31,553 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 60602 | Investment Management | $23,851 |
BONADIO & CO., LLP6 years Service code 10 · EIN 16-1131146 | Accounting | $23,235 |
ASHER KELLY4 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $18,308 |
Filed as: REINHART Service code 28 · EIN 26-4310632 | Investment Management | $18,260 |
O'SULLIVAN ASSOCIATES3 years Service code 11 · EIN 20-8199369 | Actuarial | $5,717 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,790 | $88,480-50.5% | $96,683-54.7% | $80,160-45.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 10.01% | 22.53%-12.5pp | 35.69%-25.7pp | 40.38%-30.4pp |
| Employer contribution / active EE | $1,968 | $4,176-52.9% | $3,737-47.3% | $2,978-33.9% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $289 | $212+36.6% | $6,730-95.7% | $145+99.6% |