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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS ADMINISTRATION, LLC Service code 14 · EIN 52-1139156 8600 LASALLE RD SUITE 605 · TOWSON, MD 21286 | Plan Administrator | $282,943 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD, 800 · GLENDALE, CA 91203 | Investment Management | $262,657 |
ROTHSCHILD ASSET MANAGEMENT9+ years Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMER. · NEW YORK, NY 10020 | Investment Management | $231,439 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 28 · EIN 56-1557450 301 S. COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $227,457 |
SEGALL BRYANT & HAMILL9+ years Service code 28 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $165,018 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $154,603 |
AMERICAN FUNDS9+ years Filed as: JANUS CAPITAL GROUP Service code 28 · EIN 75-3019302 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $152,524 |
HAMILTON LANE ADVISORS, LLC9+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $147,127 |
AQR CAPITAL MANAGEMENT LLC9+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $123,434 |
MARCO CONSULTING GROUP9+ years Service code 27 · EIN 36-3555078 500 W. WASHINGTON BLVD. · CHICAGO, IL 60661 | Advisory (Plan) | $105,000 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 10.05% | 10.13%-0.1pp | 78.62%-68.6pp | 9.11%+0.9pp |
| Employer contribution / active EE | $18,282 | $13,162+38.9% | $31,646-42.2% | $12,231+49.5% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |