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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Service code 28 801 N. BRAND BLVD. · GLENDALE, CA 91203 | Investment Management | $200,807 |
HEIN & ASSOCIATES LLP1+ years Filed as: L.R. HEIN CONSTRUCTION Service code 49 14800 INDUSTRIAL DRIVE, SUITE A · ITASCA, IL 60143 | Other Services | $194,912 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: JANUS INTECH Service code 28 · EIN 75-3019302 | Investment Management | $189,837 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $168,891 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $168,269 |
DOWD, BLOCH & BENNETT1+ years Filed as: DOWD BLOCH BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $117,768 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 · EIN 31-1198068 | Investment Management | $116,891 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $114,944 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
CHEIRON1+ years Filed as: CHERION Service code 11 · EIN 13-4215617 | Actuarial | $86,260 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 8.82% | 9.19%-0.4pp | 2.89%+5.9pp | 9.19%-0.4pp |
| Employer contribution / active EE | $12,179 | $12,608-3.4% | $39,831-69.4% | $12,608-3.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |