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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 55-0672859 | Accounting | $150,036 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $123,017 |
ALLIANZ GLOBAL INVESTORS7 years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 06-1349805 | Investment Management | $64,780 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services | $62,174 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $49,498 |
COLOMBO & COLOMBO, PC10+ years Service code 29 · EIN 38-2285740 | Legal | $37,598 |
GRAY, GRIFFITH & MAYS, A.C.6 years Filed as: GRAY GRIFFITH & MAYS Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $20,085 |
PIMCO FUNDS6 years Service code 10 · EIN 33-0629048 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Accounting | $6,817 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-2764159 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Investment Management | $5,271 |
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Employer contribution per participant 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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 11.38% | 9.45%+1.9pp | 5.04%+6.3pp | 7.65%+3.7pp |
| Employer contribution / active EE | $2,341 | $14,895-84.3% | $26,454-91.1% | $20,582-88.6% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |