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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $172,660 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $121,919 |
ASSOCIATED ADMINISTRATORS, LLC3+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $105,178 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $90,786 |
INVESCO3+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 | Investment Management | $88,395 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 68 · EIN 58-2236910 | Soft dollars commissions; Securities ... | $67,974 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-0320003 | Investment Management | $66,139 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $30,948 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $27,133 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 11.71% | 12.12%-0.4pp | 337.46%-325.8pp | 13.95%-2.2pp |
| Employer contribution / active EE | $6,405 | $13,419-52.3% | $20,191-68.3% | $16,598-61.4% |
| Participant deferral / active EE | $231 | $14+1600.0% | $30+660.3% | $511-54.8% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |