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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $187,546 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $83,238 |
WESTFIELD CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0175963 | Investment Management | $78,765 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $66,137 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $65,000 |
ENNIS HARGADON, LLC2 years Service code 10 · EIN 47-1121653 | Accounting | $64,237 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 28 · EIN 04-3405915 | Investment Management | $61,335 |
O'SULLIVAN ASSOCIATES2 years Service code 11 · EIN 20-8199367 | Actuarial | $55,800 |
BARBARA GILL3+ years Filed as: BARBARA MAGEE Service code 30 · EIN 22-6196388 | Direct payment from the plan; Employe... | $53,853 |
PENN CAPITAL MANAGEMENT1 year Filed as: PENN CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 22-2796848 | Investment Management | $39,803 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 13.13% | 11.16%+2.0pp | 14.20%-1.1pp | 23.90%-10.8pp |
| Employer contribution / active EE | $6,186 | $17,064-63.7% | $27,968-77.9% | $16,539-62.6% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |