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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Service code 51 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $283,083 |
Service code 49 · EIN 16-0821557 | Other Services | $240,952 |
MANNING & NAPIER4+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $146,622 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 18 · EIN 36-3145972 | Investment management fees paid direc... | $145,211 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CO Service code 19 · EIN 13-1835864 | Securities Custodian | $143,079 |
Filed as: KARPUS INVESTMENT Service code 51 · EIN 16-1290558 | Investment Mgmt Fees | $123,524 |
GCM GROSVENOR1 year Service code 28 900 NORTH MICHIGAN AVENUE SUITE 110 · CHICAGO, IL 60611 | Investment Management | $100,000 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $69,151 |
BLITMAN & KING3 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $52,531 |
Service code 18 120 N LASALLE STREET, 1510 · CHICAGO, IL 10104 | Investment management fees paid direc... | $25,785 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 14.95% | 10.27%+4.7pp | 10.56%+4.4pp | 53.27%-38.3pp |
| Employer contribution / active EE | $6,623 | $12,273-46.0% | $30,199-78.1% | $14,774-55.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |