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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ 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 | $298,506 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN STRATEGIC VALUE REALTY FD Service code 51 801 N BRAND BLVD · GLENDALE, CA 91203 | Investment Mgmt Fees | $233,675 |
LOOMIS SAYLES2 years Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $206,791 |
Filed as: MESIROW ADVANCED STRATEGIES, INC Service code 51 · EIN 36-3741067 | Investment Mgmt Fees | $200,699 |
BOSTON PARTNERS3+ years Filed as: BOSTON PARTNERS ASSET MGMT Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $194,580 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 51 PO BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Mgmt Fees | $144,873 |
MARCO CONSULTING GROUP3+ years Filed as: THE MARCO CONSULTING GROUP,INC. Service code 51 · EIN 36-3555078 | Investment Mgmt Fees | $134,500 |
PERMAL FIXED INCOME HOLDINGS LTD3+ years Service code 51 900 THIRD AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $131,870 |
Service code 29 · EIN 39-2425981 | Legal | $128,237 |
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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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 2.68% | 33.37%-30.7pp | -0.77%+3.4pp | 33.37%-30.7pp |
| Employer contribution / active EE | $7,038 | $11,253-37.5% | $29,514-76.2% | $11,253-37.5% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |