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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $187,048 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $108,651 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $106,003 |
ASSOCIATED ADMINISTRATORS, LLC2+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $87,446 |
INVESCO2+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 | Investment Management | $83,803 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-0320003 | Investment Management | $70,709 |
PENN CAPITAL MANAGEMENT1 year Filed as: PENN CAPITAL MANAGEMENT, CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $68,000 |
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 68 · EIN 58-2236910 | Soft dollars commissions; Securities ... | $60,222 |
Filed as: MOONEY, GREEN, BAKER & SAINDON Service code 29 · EIN 52-1958229 | Legal | $44,585 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 4.65% | 4.01%+0.6pp | 18.87%-14.2pp | 11.88%-7.2pp |
| Employer contribution / active EE | $6,239 | $9,840-36.6% | $19,828-68.5% | $14,612-57.3% |
| Participant deferral / active EE | $319 | $19+1600.0% | $68+370.9% | $518-38.5% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |