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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 55-0672859 | Accounting | $175,798 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $157,619 |
ALLIANZ GLOBAL INVESTORS4 years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 06-1349805 | Investment Management | $126,604 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $124,186 |
COLOMBO & COLOMBO, PC7+ years Service code 29 · EIN 38-2285740 | Legal | $40,741 |
GRAY, GRIFFITH & MAYS, A.C.3 years Filed as: GRAY GRIFFITH & MAYS Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $17,287 |
PIMCO FUNDS3 years Service code 10 · EIN 33-0629048 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Accounting | $10,728 |
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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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 13.74% | 8.91%+4.8pp | 7.32%+6.4pp | 13.24%+0.5pp |
| Employer contribution / active EE | $1,976 | $13,306-85.1% | $23,426-91.6% | $14,616-86.5% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |