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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN REALITY ADVISORS Service code 28 515 S. FLOWER ST. · LOS ANGELES, CA 90071 | Investment Management | $116,580 |
BENESYS, INC.9+ years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $97,490 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $85,527 |
MARQUETTE ASSOCIATES2 years Service code 16 180 N LA SALLE ST 3500 · CHICAGO, IL 60601 | Consulting | $80,000 |
CUNI, RUST & STRENK9+ years Service code 11 4555 LAKE FOREST DR ST620 · CINCINNATI, OH 452425617 | Actuarial | $59,075 |
SHUMAKER, LOOP & KENDRICK, LLP9+ years Filed as: SHUMAKER, LOOP, & KENDRICK Service code 29 1000 JACKSON ST · TOLEDO, OH 43604 | Legal | $52,060 |
PBGC PREMIUM9+ years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $49,175 |
MANNING & NAPIER9+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 PO BOX 925 · FAIRPORT, NY 14450 | Investment Management | $46,484 |
LSV ASSET MANAGEMENT3 years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $40,039 |
Service code 28 1227 25TH STREET, NW · WASHINGTON, DC 20037 | Investment Management | $34,026 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.10% | 11.08%0pp | 8.10%+3.0pp | 8.76%+2.3pp |
| Employer contribution / active EE | $11,286 | $13,910-18.9% | $28,665-60.6% | $16,650-32.2% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |