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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 22-3361201 | Investment Management | $352,197 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310844 | Securities Custodian | $260,934 |
TIC INTERNATIONAL CORPORATION2+ years Service code 10 · EIN 13-2600875 | Accounting | $258,447 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SALYES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $218,890 |
Filed as: ATLANTA CAPITAL MANAGEMENT CO, LLC Service code 28 · EIN 58-2236910 | Investment Management | $207,521 |
AMERICAN REALTY ADVISORS2+ years Service code 28 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $195,405 |
Filed as: AMI ASSET MANAGEMENT Service code 12 10866 WILSHRE BLVD, 770 · LOS ANGELES, CA 90024 | Claims processing; Investment managem... | $161,949 |
APEX CAPITAL MANAGEMENT2+ years Service code 28 · EIN 31-1198068 | Investment Management | $161,316 |
Service code 28 865 SOUTH FIGURROA STREET · LOS ANGELES, CA 90017 | Investment Management | $140,513 |
Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 28 311 S. WACKER DR 6500 · CHICAGO, IL 60606 | Investment Management | $93,840 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 4.91% | 3.63%+1.3pp | 4.16%+0.7pp | 9.19%-4.3pp |
| Employer contribution / active EE | $10,294 | $11,363-9.4% | $29,966-65.6% | $12,608-18.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |