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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN STRATEGIC VALUE REALTY FD Service code 51 801 N BRAND BLVD · GLENDALE, CA 91203 | Investment Mgmt Fees | $659,038 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $511,593 |
Service code 52 · EIN 13-3933586 | Indirect Investment Fees | $339,535 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND Service code 51 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $268,114 |
Filed as: PINNACLE ASSET MANAGEMENT, LP Service code 52 | Indirect Investment Fees | $249,431 |
BOSTON PARTNERS7+ years Filed as: BOSTON PARTNERS ASSET MGMT Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $214,220 |
LOOMIS SAYLES6 years Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $176,824 |
RBC GLOBAL ASSET MANAGEMENT7+ years Service code 51 PO BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Mgmt Fees | $151,992 |
ARES MANAGEMENT LLC1 year Filed as: ARES MANAGEMENT Service code 52 65 MEMORIAL ROAD · WEST HARTFORD, CT 06107 | Indirect Investment Fees | $150,710 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $127,000 |
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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 | $164,233-100.0% | $65,170-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -5.15% | 2.78%-7.9pp | 7.07%-12.2pp | 2.78%-7.9pp |
| Employer contribution / active EE | $147,013 | $15,276+862.4% | $34,847+321.9% | $15,276+862.4% |
| Participant deferral / active EE | $0 | $691-100.0% | $4-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $51-100.0% | $1,015-100.0% |