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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $179,778 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $118,491 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $95,764 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-0320003 | Investment Management | $87,277 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $85,384 |
INVESCO1+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 201 ROSS AVENUE SUITE 3400 · DALLAS, TX 75201 | Investment Management | $78,164 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
Filed as: MOONEY, GREEN, BAKER & SAINDON Service code 29 · EIN 52-1958229 | Legal | $62,369 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 28 · EIN 58-2236910 | Investment Management | $52,862 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $31,141 |
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Participant 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 | $12,831-100.0% | $19,623-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 12.5%-12.5pp | 4.3%-4.3pp |
| Annual return | 2.49% | -1.47%+4.0pp | -0.97%+3.5pp | 2.81%-0.3pp |
| Employer contribution / active EE | $6,215 | $13,250-53.1% | $22,441-72.3% | $16,358-62.0% |
| Participant deferral / active EE | $401 | $36+1000.0% | $183+119.5% | $775-48.2% |
| Admin fee / account holder | $0 | $5,461-100.0% | $2,730-100.0% | $1,639-100.0% |