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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN REALITY ADVISORS Service code 19 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $86,889 |
BENESYS, INC.2+ years Service code 13 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $73,197 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Filed as: SHUMAKER, LOOP, & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $69,561 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4007862 | Investment Management | $53,876 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT Service code 28 · EIN 41-1788385 | Investment Management | $53,580 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL Service code 19 525 MARKET ST 10TH FLOOR · SAN FRANCISCO, OH 94105 | Securities Custodian | $46,027 |
CUNI, RUST & STRENK2+ years Service code 11 4555 LAKE FOREST DR ST620 · CINCINNATI, OH 452425617 | Actuarial | $41,050 |
PBGC PREMIUM2+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $35,154 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $34,555 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS (US) TRUMBULL PROPERTY FUND LP Service code 19 10 STATE HOUSE SQ, 15TH F · HARTFORD, CT 06103 | Securities Custodian | $33,766 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.49% | 11.78%-0.3pp | 8.32%+3.2pp | 23.90%-12.4pp |
| Employer contribution / active EE | $8,115 | $11,309-28.2% | $30,793-73.6% | $16,539-50.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |