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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Service code 51 801 N. BRAND BLVD. · GLENDALE, CA 91203 | Investment Mgmt Fees | $622,949 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $490,946 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $404,316 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $374,389 |
HEIN & ASSOCIATES LLP6 years Filed as: LR HEIN CONSTRUCTION Service code 49 1480 INDUSTRIAL DRIVE · ITASCA, IL 60143 | Other Services | $352,813 |
VICTORY10+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $319,476 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DR SUITE 100 · BERWYN, PA 19312 | Investment Management | $209,104 |
DOWD, BLOCH & BENNETT10+ years Filed as: DOWD BLOCH BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $206,615 |
FIERA CAPITAL9 years Filed as: FIERRA CAPITAL Service code 28 10050 INNOVATION DRIVE, 120 · DAYTON, OH 45342 | Investment Management | $205,045 |
CHEIRON9 years Service code 11 · EIN 13-4215617 | Actuarial | $197,156 |
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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 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 9.65% | 8.73%+0.9pp | 15.10%-5.4pp | 8.73%+0.9pp |
| Employer contribution / active EE | $18,643 | $14,479+28.8% | $33,723-44.7% | $14,479+28.8% |
| Participant deferral / active EE | $0 | $665-100.0% | $170-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |