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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS Service code 14 · EIN 52-1590516 | Plan Administrator | $511,593 |
Filed as: U.S. REAL ESTATE INVEST FUND LLC Service code 51 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $492,782 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN STRATEGIC VALUE REALTY FUN Service code 51 801 N BRAND BLVD · GLENDALE, CA 91203 | Investment Mgmt Fees | $302,799 |
Filed as: MESIROW ADVANCED STRATEGIES, INC Service code 51 · EIN 36-3741067 | Investment Mgmt Fees | $190,638 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 51 PO BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Mgmt Fees | $167,266 |
BOSTON PARTNERS1+ years Filed as: BOSTON PARTNERS ASSET MGMT Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $162,474 |
NUVEEN1+ years Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $151,035 |
Service code 29 · EIN 39-2425981 | Legal | $145,971 |
MARCO CONSULTING GROUP1+ years Filed as: THE MARCO CONSULTING GROUP,INC. Service code 51 · EIN 36-3555078 | Investment Mgmt Fees | $127,000 |
PERMAL FIXED INCOME HOLDINGS LTD1+ years Service code 51 900 THIRD AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $125,317 |
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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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 1.63% | 4.86%-3.2pp | 4.96%-3.3pp | 9.19%-7.6pp |
| Employer contribution / active EE | $12,679 | $7,571+67.5% | $29,749-57.4% | $12,608+0.6% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |