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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION1+ years Service code 10 · EIN 13-2600875 | Accounting | $164,319 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 20-0726879 | Investment Management | $105,016 |
LEGGHIO & ISRAEL, P.C.1+ years Service code 29 · EIN 38-1971448 | Legal | $84,636 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 95-4871432 | Investment Management | $84,383 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $79,939 |
GOLDMAN SACHS1+ years Filed as: WEDGE CAPITAL PARTNERS Service code 28 · EIN 56-1557450 | Investment Management | $70,731 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA PARTNERS INVESTMENTS Service code 28 101 YGNACIO VALLEY 300 · WALNUT CREEK, CA 94596 | Investment Management | $55,583 |
UNITED ACTUARIAL SERVCIES1+ years Filed as: UNITED ACTUARIAL SERVCIES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $36,059 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 38-0056147 | Securities Custodian | $35,055 |
DISABATO ADVISERS, LLC1+ years Filed as: DISABATO ADVISORS, LLC Service code 27 · EIN 35-2323525 | Advisory (Plan) | $24,250 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -5.50% | 3.49%-9.0pp | 4.16%-9.7pp | 7.18%-12.7pp |
| Employer contribution / active EE | $8,246 | $11,083-25.6% | $29,966-72.5% | $13,095-37.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |