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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $142,343 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $137,859 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $104,404 |
INVESCO5+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 | Investment Management | $84,100 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $49,357 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $30,814 |
Filed as: ENTRUST GLOBAL Service code 28 · EIN 90-0644478 | Investment Management | $28,973 |
Filed as: MOONEY, GREEN, BAKER & SAINDON Service code 29 · EIN 52-1958229 | Legal | $28,491 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $26,544 |
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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 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 15.71% | 38.09%-22.4pp | -100.31%+116.0pp | 16.32%-0.6pp |
| Employer contribution / active EE | $7,217 | $10,322-30.1% | $18,686-61.4% | $17,007-57.6% |
| Participant deferral / active EE | $176 | $9+1800.0% | $77+128.4% | $406-56.6% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |