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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $168,872 |
ALGER4+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $129,475 |
ASSOCIATED ADMINISTRATORS, LLC4+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $103,958 |
INVESCO4+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 | Investment Management | $87,182 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 68 · EIN 58-2236910 | Soft dollars commissions; Securities ... | $69,089 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $65,828 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT, LLC Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $46,373 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $32,691 |
Filed as: MOONEY, GREEN, BAKER & SAINDON Service code 29 · EIN 52-1958229 | Legal | $27,838 |
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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 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | -0.63% | -1.87%+1.2pp | -0.41%-0.2pp | -0.69%+0.1pp |
| Employer contribution / active EE | $6,172 | $8,333-25.9% | $15,396-59.9% | $16,786-63.2% |
| Participant deferral / active EE | $214 | $11+1900.0% | $26+729.5% | $525-59.3% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |