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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 19 515 S. FLOWER ST. 49TH FLOOR · LOS ANGELES, CA 90071 | Securities Custodian | $75,729 |
NUVEEN1 year Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 2049 CENTURY PARK EAST, SUITE 1600 · LOS ANGELES, CA 90067 | Investment Management | $60,820 |
FMI CORPORATION1 year Service code 28 5171 GLENWOOD AVE · RALEIGH, NC 27612 | Investment Management | $56,127 |
BENESYS, INC.2+ years Service code 14 · EIN 38-2383171 33 FITCH BLVD. · YOUNGSTOWN, OH 44515 | Plan Administrator | $42,000 |
THE BOGDAHN GROUP2+ years Service code 17 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Pension Consulting | $28,000 |
CUNI, RUST & STRENK1 year Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $26,575 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $23,561 |
Service code 28 350 CALIFORNIA ST, SUITE 1600 · SAN FRANCISCO, CA 94104 | Investment Management | $22,502 |
PBGC PREMIUM2+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $17,982 |
Filed as: GREEN HAINES SGAMBATI CO., LPA Service code 29 · EIN 34-1224415 P.O. BOX 849 · YOUNGSTOWN, OH 445010849 | Legal | $8,504 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 7.62% | 2.79%+4.8pp | 4.16%+3.5pp | 11.88%-4.3pp |
| Employer contribution / active EE | $11,087 | $10,530+5.3% | $29,966-63.0% | $14,612-24.1% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |