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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Service code 51 801 N. BRAND BLVD. · GLENDALE, CA 91203 | Investment Mgmt Fees | $677,349 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $399,090 |
VICTORY7+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $373,293 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 56-1557450 | Investment Management | $321,852 |
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 80-0169636 | Investment Management | $286,211 |
FIERA CAPITAL6 years Filed as: FIERRA CAPITAL Service code 28 375 PARK AVENUE 8TH FL · NEW YORK, NY 10152 | Investment Management | $225,750 |
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $192,600 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $161,068 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DR SUITE 400 · BERWYN, PA 19312 | Investment Management | $149,313 |
DOWD, BLOCH & BENNETT7+ years Filed as: DOWD BLOCH BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $109,269 |
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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 | $2,456,633-100.0% | $104,068-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 52.6%-52.6pp | 1.5%-1.5pp |
| Annual return | -9.82% | 23.41%-33.2pp | -10.12%+0.3pp | 23.41%-33.2pp |
| Employer contribution / active EE | $14,001 | $12,650+10.7% | $47,166-70.3% | $12,650+10.7% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $492-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,025-100.0% | $14,884-100.0% |