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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8+ years Service code 51 801 N. BRAND BLVD. · GLENDALE, CA 91203 | Investment Mgmt Fees | $643,210 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $387,839 |
VICTORY8+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $346,237 |
NATIONAL INVESTMENT SERVICES8+ years Service code 28 · EIN 84-3937993 | Investment Management | $332,383 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $306,526 |
CHEIRON7 years Service code 11 · EIN 13-4215617 | Actuarial | $274,968 |
HEIN & ASSOCIATES LLP4 years Filed as: LR HEIN CONSTRUCTION Service code 49 1480 INDUSTRIAL DRIVE · ITASCA, IL 60143 | Other Services | $252,620 |
FIERA CAPITAL7 years Filed as: FIERRA CAPITAL Service code 28 10050 INNOVATION DRIVE, 120 · DAYTON, OH 45342 | Investment Management | $183,181 |
FOUNDRY PARTNERS7 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $171,562 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DR SUITE 100 · BERWYN, PA 19312 | Investment Management | $169,553 |
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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 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 9.15% | 9.11%0pp | 9.57%-0.4pp | 9.11%0pp |
| Employer contribution / active EE | $15,822 | $12,231+29.4% | $39,814-60.3% | $12,231+29.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $46-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |