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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $56,550 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 31-1227755 801 NORTH BRAND BOULEVARD, STE 800 · GLENDALE, CA 91203 | Investment Management | $37,809 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 34-1705163 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $37,535 |
CUNI, RUST & STRENK1+ years Service code 11 · EIN 31-1227755 | Actuarial | $37,350 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW ASSET MANAGEMENT, INC. Service code 28 · EIN 34-1705163 | Investment Management | $35,379 |
THE BOGDAHN GROUP1+ years Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $32,500 |
FOUNDRY PARTNERS1+ years Service code 28 700 W. SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $25,790 |
ANCORA ADVISORS1+ years Service code 28 · EIN 34-1120617 | Investment Management | $15,357 |
CIUNI & PANICHI, INC.1+ years Service code 10 · EIN 34-1322309 | Accounting | $14,275 |
L. CALVIN JONES AND CO. INC.1+ years Service code 22 · EIN 34-0667613 | Insurance Broker | $14,068 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.46% | 3.49%-6.0pp | 4.16%-6.6pp | 7.18%-9.6pp |
| Employer contribution / active EE | $14,534 | $11,083+31.1% | $29,966-51.5% | $13,095+11.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |