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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Service code 51 801 N. BRAND BLVD. · GLENDALE, CA 91203 | Investment Mgmt Fees | $453,446 |
VICTORY6+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $375,265 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $357,502 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 56-1557450 | Investment Management | $346,618 |
FIERA CAPITAL5 years Filed as: FIERRA CAPITAL Service code 28 375 PARK AVENUE 8TH FL · NEW YORK, NY 10152 | Investment Management | $265,812 |
NATIONAL INVESTMENT SERVICES6+ years Service code 28 · EIN 80-0169636 | Investment Management | $264,404 |
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $217,488 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $146,577 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DR SUITE 400 · BERWYN, PA 19312 | Investment Management | $118,515 |
PRIVATE ADVISORS LLC3 years Service code 28 901 EAST BYRD STREET, SUITE 1400 · RICHMOND, VA 23219 | Investment Management | $107,742 |
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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 | $444,552-100.0% | $202,277-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 30.0%-30.0pp | 3.7%-3.7pp |
| Annual return | 23.29% | 15.63%+7.7pp | 8.88%+14.4pp | 15.63%+7.7pp |
| Employer contribution / active EE | $13,443 | $11,476+17.1% | $42,607-68.4% | $11,476+17.1% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $94-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,086-100.0% | $429-100.0% |