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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... | $134,903 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Custodial (other than securities); Di... | $62,553 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN CORE REALTY FUND Service code 28 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $49,819 |
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $44,207 |
ASHER KELLY6 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $25,441 |
POLEN CAPITAL1 year Service code 28 500 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $23,964 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 60602 | Investment Management | $22,763 |
BONADIO & CO., LLP8 years Service code 10 · EIN 16-1131146 | Accounting | $20,993 |
MANNING & NAPIER11+ years Service code 28 · EIN 16-0995736 | Investment Management | $18,160 |
WAYCROSS1 year Service code 28 4965 U.S. HIGHWAY 42, SUITE 2900 · LOUISVILLE, KY 40222 | Investment Management | $17,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,008 | $77,788-46.0% | $119,126-64.7% | $64,728-35.1% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 8.29% | 13.19%-4.9pp | 282.11%-273.8pp | 49.38%-41.1pp |
| Employer contribution / active EE | $4,093 | $4,031+1.5% | $4,034+1.5% | $2,243+82.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $260 | $1,365-81.0% | $10,693-97.6% | $1,145-77.3% |