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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST INVESTOR SERVICES Service code 51 50 S LASALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $1,345,453 |
ZENITH AMERICAN SOLUTIONS6+ years Filed as: ZENITH ADMINISTRATORS Service code 14 · EIN 52-1590516 | Plan Administrator | $511,593 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN STRATEGIC VALUE REALTY FD Service code 51 801 N BRAND BLVD · GLENDALE, CA 91203 | Investment Mgmt Fees | $348,465 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND Service code 51 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $257,525 |
LOOMIS SAYLES5 years Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $228,880 |
BOSTON PARTNERS6+ years Filed as: BOSTON PARTNERS ASSET MGMT Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $216,636 |
RBC GLOBAL ASSET MANAGEMENT6+ years Service code 51 PO BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Mgmt Fees | $166,277 |
MARCO CONSULTING GROUP6+ years Filed as: THE MARCO CONSULTING GROUP,INC. Service code 51 · EIN 36-3555078 | Investment Mgmt Fees | $127,000 |
NATIONAL INVESTMENT SERVICES6+ years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $126,435 |
FIDUCIARY MGMT ASSOC6+ years Service code 51 · EIN 06-1656168 | Investment Mgmt Fees | $122,158 |
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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 | $1,472,696-100.0% | $161,924-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 34.6%-34.6pp | 0.7%-0.7pp |
| Annual return | 27.22% | 13.24%+14.0pp | 10.41%+16.8pp | 13.24%+14.0pp |
| Employer contribution / active EE | $7,756 | $14,616-46.9% | $31,248-75.2% | $14,616-46.9% |
| Participant deferral / active EE | $0 | $830-100.0% | $4-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,130-100.0% | $4,137-100.0% |