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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $308,609 |
Filed as: HARDMAN JOHNSTON GLOBL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $174,227 |
Filed as: LOGAN CAPITAL MANAGEMENT INC Service code 28 · EIN 23-2744570 | Investment Management | $98,111 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $80,000 |
Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $77,605 |
Filed as: CBIZ Service code 11 · EIN 22-2769024 | Actuarial | $75,925 |
SAMUEL GOLDSTEIN & CO PC3 years Filed as: SAMUEL J. KENISH Service code 30 · EIN 23-1990755 | Direct payment from the plan; Employe... | $75,754 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $71,637 |
Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $70,529 |
Filed as: BOYD WATERSON ASSETS MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $66,014 |
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Annual investment return 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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 2.33% | 20.24%-17.9pp | 16.32%-14.0pp | 53.27%-50.9pp |
| Employer contribution / active EE | $12,055 | $14,384-16.2% | $31,806-62.1% | $14,774-18.4% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |