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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ 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 | $477,866 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN STRATEGIC VALUE REALTY FUN Service code 51 801 N BRAND BLVD · GLENDALE, CA 91203 | Investment Mgmt Fees | $252,677 |
BOSTON PARTNERS2+ years Filed as: BOSTON PARTNERS ASSET MGMT Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $195,817 |
Filed as: MESIROW ADVANCED STRATEGIES, INC Service code 51 · EIN 36-3741067 | Investment Mgmt Fees | $180,724 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 51 PO BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Mgmt Fees | $139,294 |
PERMAL FIXED INCOME HOLDINGS LTD2+ years Service code 51 900 THIRD AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $131,003 |
MARCO CONSULTING GROUP2+ years Filed as: THE MARCO CONSULTING GROUP,INC. Service code 51 · EIN 36-3555078 | Investment Mgmt Fees | $127,000 |
NUVEEN2+ years Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $108,377 |
Service code 29 · EIN 39-2425981 | Legal | $103,799 |
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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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 14.54% | 17.84%-3.3pp | 10.66%+3.9pp | 17.84%-3.3pp |
| Employer contribution / active EE | $25,566 | $14,688+74.1% | $30,880-17.2% | $14,688+74.1% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |