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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 28 801 N. BRAND BLVD. · GLENDALE, CA 91203 | Investment Management | $349,504 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $262,794 |
VICTORY4+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $240,965 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 | Investment Management | $238,142 |
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 | Investment Management | $226,739 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS INTECH Service code 28 · EIN 75-3019302 | Investment Management | $218,899 |
DOWD, BLOCH & BENNETT4+ years Filed as: DOWD BLOCH BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $156,033 |
PRIVATE ADVISORS LLC1 year Service code 28 901 EAST BYRD STREET, SUITE 1400 · RICHMOND, VA 23219 | Investment Management | $149,736 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $135,239 |
FIERA CAPITAL3 years Filed as: FIERRA CAPITAL Service code 28 375 PARK AVENUE 8TH FL · NEW YORK, NY 10152 | Investment Management | $129,293 |
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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 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 2.49% | 21.83%-19.3pp | 50.81%-48.3pp | 21.83%-19.3pp |
| Employer contribution / active EE | $13,180 | $12,237+7.7% | $42,739-69.2% | $12,237+7.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |