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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS9+ years Service code 51 801 N. BRAND BLVD. · GLENDALE, CA 91203 | Investment Mgmt Fees | $567,527 |
HEIN & ASSOCIATES LLP5 years Filed as: LR HEIN CONSTRUCTION Service code 49 1480 INDUSTRIAL DRIVE · ITASCA, IL 60143 | Other Services | $466,611 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $442,571 |
CHEIRON8 years Service code 11 · EIN 13-4215617 | Actuarial | $434,619 |
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $404,107 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $378,225 |
VICTORY9+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $296,089 |
FIERA CAPITAL8 years Filed as: FIERRA CAPITAL Service code 28 10050 INNOVATION DRIVE, 120 · DAYTON, OH 45342 | Investment Management | $210,189 |
DOWD, BLOCH & BENNETT9+ years Filed as: DOWD BLOCH BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $201,991 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DR SUITE 100 · BERWYN, PA 19312 | Investment Management | $197,705 |
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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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 16.70% | 9.30%+7.4pp | 7.19%+9.5pp | 9.30%+7.4pp |
| Employer contribution / active EE | $17,169 | $12,551+36.8% | $35,958-52.3% | $12,551+36.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $162-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |