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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $58,490 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 801 NORTH BRAND BOULEVARD, STE 800 · GLENDALE, CA 91203 | Investment Management | $50,592 |
CUNI, RUST & STRENK4 years Filed as: CUNI, RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $39,300 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $37,636 |
WINSLOW CAPITAL MANAGEMENT5+ years Filed as: WINSLOW ASSET MANAGEMENT, INC. Service code 28 · EIN 34-1705163 | Investment Management | $35,580 |
ANDCO CONSULTING2 years Filed as: ANDCO Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $20,000 |
FOUNDRY PARTNERS5+ years Service code 28 700 W. SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $19,011 |
CIUNI & PANICHI, INC.5+ years Service code 10 · EIN 34-1322309 | Accounting | $14,350 |
L. CALVIN JONES AND CO. INC.5+ years Service code 22 · EIN 34-0667613 | Insurance Broker | $14,283 |
Service code 64 · EIN 54-2172847 | Recordkeeping Fees | $13,388 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -2.56% | 6.41%-9.0pp | 8.01%-10.6pp | 11.45%-14.0pp |
| Employer contribution / active EE | $18,512 | $11,592+59.7% | $29,475-37.2% | $17,219+7.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |