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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Service code 28 515 S FLOWER ST · LOS ANGELES, CA 90071 | Investment Management | $544,896 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 11-3658445 | Advisory (Plan) | $505,733 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $300,415 |
BOSTON PARTNERS7 years Service code 51 · EIN 20-1169070 | Investment Mgmt Fees | $265,649 |
FOUNDRY PARTNERS10+ years Service code 28 · EIN 46-1184506 | Investment Management | $212,295 |
ARIEL INVESTMENTS, LLC10+ years Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $158,606 |
Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 23-2693133 201 KING OF PRUSSIA RD., STE 620 · RADNOR, PA 19087 | Investment Management | $152,317 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $150,068 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $146,299 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 | Bank Trustee | $105,117 |
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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 | $0 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 9.32% | 10.05%-0.7pp | 9.15%+0.2pp | 8.73%+0.6pp |
| Employer contribution / active EE | $13,464 | $14,926-9.8% | $26,409-49.0% | $14,479-7.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $266-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |