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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $56,260 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 801 NORTH BRAND BOULEVARD, STE 800 · GLENDALE, CA 91203 | Investment Management | $44,720 |
CUNI, RUST & STRENK2 years Filed as: CUNI, RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $42,250 |
WINSLOW CAPITAL MANAGEMENT3+ years Filed as: WINSLOW ASSET MANAGEMENT, INC. Service code 28 · EIN 34-1705163 | Investment Management | $38,227 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $35,482 |
THE BOGDAHN GROUP3+ years Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $30,000 |
FOUNDRY PARTNERS3+ years Service code 28 700 W. SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $28,130 |
MACALA & PIATT, LLC3+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 | Legal | $15,299 |
CIUNI & PANICHI, INC.3+ years Service code 10 · EIN 34-1322309 | Accounting | $14,200 |
L. CALVIN JONES AND CO. INC.3+ years Service code 22 · EIN 34-0667613 | Insurance Broker | $12,841 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 9.97% | 1.05%+8.9pp | -752.26%+762.2pp | -0.69%+10.7pp |
| Employer contribution / active EE | $18,872 | $11,363+66.1% | $31,802-40.7% | $16,786+12.4% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |