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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $300,978 |
AMERICAN REALTY ADVISORS1 year Service code 27 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91203 | Advisory (Plan) | $273,543 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CO Service code 11 · EIN 13-1835864 | Actuarial | $195,958 |
Service code 49 · EIN 16-0821557 | Other Services | $181,996 |
RUNNYMEDE CAPITAL2+ years Service code 21 · EIN 22-3198914 | Bank Trustee | $90,391 |
BLITMAN & KING1 year Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $71,808 |
Filed as: KARPUS INVESTMENT Service code 21 · EIN 16-1290558 | Bank Trustee | $65,540 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 18 · EIN 41-6257133 | Custodial (other than securities); In... | $44,299 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $21,726 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.27% | 13.03%-0.8pp | 10.36%+1.9pp | 23.90%-11.6pp |
| Employer contribution / active EE | $5,974 | $15,779-62.1% | $37,738-84.2% | $16,539-63.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |