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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 14 · EIN 52-1590516 | Plan Administrator | $511,593 |
PINNACLE ASSET MANAGEMENT LP2 years Filed as: PINNACLE ASSET MANAGEMENT, LP Service code 52 | Indirect Investment Fees | $343,285 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND Service code 51 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $277,130 |
PINNACLE ASSOCIATES GP, LLC2 years Service code 52 · EIN 13-3933586 | Indirect Investment Fees | $275,032 |
BOSTON PARTNERS8+ years Filed as: BOSTON PARTNERS ASSET MGMT Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $187,128 |
LOOMIS SAYLES7 years Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $163,826 |
RBC GLOBAL ASSET MANAGEMENT8+ years Service code 51 PO BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Mgmt Fees | $152,861 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $151,424 |
FIDUCIARY MGMT ASSOC8+ years Service code 51 · EIN 06-1656168 | Investment Mgmt Fees | $146,236 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $127,000 |
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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 | $3,299,877-100.0% | $202,297-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 52.5%-52.5pp | 2.3%-2.3pp |
| Annual return | 1.12% | 37.77%-36.6pp | 14.20%-13.1pp | 37.77%-36.6pp |
| Employer contribution / active EE | $9,015 | $15,798-42.9% | $29,492-69.4% | $15,798-42.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $125-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $7,524-100.0% | $9,287-100.0% |