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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATERSON ASSETS MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $266,270 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $176,768 |
PORTFOLIO ADVISORS4 years Filed as: PORTFOLIO ADVISORS, LLC Service code 28 · EIN 06-1487853 | Investment Management | $172,374 |
Filed as: HARDMAN JOHNSTON GLOBL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $150,580 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $90,490 |
SAMUEL GOLDSTEIN & CO PC7 years Filed as: SAMUEL J. KENISH Service code 30 · EIN 23-1990755 | Employee (plan) | $87,770 |
WEDGE CAPITAL MANAGEMENT3 years Service code 28 · EIN 56-1557450 | Investment Management | $73,625 |
WELLS FARGO BANK, N.A.5 years Service code 19 · EIN 94-1347393 | Securities Custodian | $68,074 |
GREAT LAKES ADVISORS, LLC5 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $67,132 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 | Investment Management | $62,256 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 6.01% | 724.96%-719.0pp | 78.53%-72.5pp | 37.74%-31.7pp |
| Employer contribution / active EE | $10,133 | $14,638-30.8% | $31,628-68.0% | $15,788-35.8% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |