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| Provider | Service type | Compensation |
|---|---|---|
ALGER6+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $155,953 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $127,914 |
ASSOCIATED ADMINISTRATORS, LLC6+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $106,217 |
INVESCO6+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 | Investment Management | $77,366 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $59,372 |
Filed as: MOONEY, GREEN, BAKER & SAINDON Service code 29 · EIN 52-1958229 | Legal | $49,286 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $31,674 |
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $30,992 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $21,267 |
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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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 10.97% | 9.42%+1.5pp | 10.57%+0.4pp | 627.08%-616.1pp |
| Employer contribution / active EE | $6,220 | $11,814-47.3% | $18,335-66.1% | $18,824-67.0% |
| Participant deferral / active EE | $134 | $8+1500.0% | $5+2333.6% | $418-68.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |