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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $54,510 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 801 NORTH BRAND BOULEVARD, STE 800 · GLENDALE, CA 91203 | Investment Management | $41,955 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $36,975 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW ASSET MANAGEMENT, INC. Service code 28 · EIN 34-1705163 | Investment Management | $34,570 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $30,547 |
THE BOGDAHN GROUP2+ years Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $30,000 |
FOUNDRY PARTNERS2+ years Service code 28 700 W. SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $26,324 |
CIUNI & PANICHI, INC.2+ years Service code 10 · EIN 34-1322309 | Accounting | $16,196 |
L. CALVIN JONES AND CO. INC.2+ years Service code 22 · EIN 34-0667613 | Insurance Broker | $14,869 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 28 249 FIFTH AVENUE · PITTBURGH, PA 15222 | Investment Management | $11,992 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 9.75% | 11.09%-1.3pp | 8.32%+1.4pp | 13.95%-4.2pp |
| Employer contribution / active EE | $16,212 | $10,980+47.6% | $30,793-47.4% | $16,598-2.3% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |