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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Service code 19 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Securities Custodian | $67,358 |
NUVEEN1+ years Filed as: NWQ Service code 28 · EIN 04-3161875 | Investment Management | $59,709 |
FMI CORPORATION1+ years Filed as: FMI, INC. Service code 28 100 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $53,604 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 185 OAKLAND AVE., STE 100 · BIRMINGHAM, MI 48009 | Investment Management | $38,159 |
BENESYS, INC.1+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $37,500 |
THE BOGDAHN GROUP1+ years Service code 17 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Pension Consulting | $28,000 |
CUNI, RUST & STRENK1+ years Filed as: CUNI, RUST, & STRENK ACTUARIAL Service code 11 4555 LAKE FOREST DR 620 · CINCINNATI, OH 452423760 | Actuarial | $27,425 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $23,484 |
HIGHMARK CAPITAL MANAGEMENT INC1+ years Filed as: HIGHMARK FUNDS Service code 28 PO BOX 8416 · BOSTON, MA 022668416 | Investment Management | $21,885 |
GREEN HAINES SGAMBATI CO, LPA1+ years Filed as: GREEN HAINES SGAMBATI CO., L.P.A. Service code 29 · EIN 34-1224415 | Legal | $20,685 |
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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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -1.09% | -1.83%+0.7pp | -1.61%+0.5pp | 2.81%-3.9pp |
| Employer contribution / active EE | $10,643 | $9,208+15.6% | $30,840-65.5% | $16,358-34.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |