| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $176,277 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $168,127 |
THE SEGAL COMPANY1+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $165,116 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $164,756 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 51 · EIN 06-1404803 | Investment Mgmt Fees | $162,442 |
HEALTHSMART BENEFIT SOLUTIONS1+ years Service code 15 · EIN 55-0622025 | Recordkeeping | $159,600 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $157,004 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $138,487 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $127,227 |
NORTHERN TRUST COMPANY1+ years Service code 18 · EIN 36-1561860 | Custodial (other than securities); So... | $107,218 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $1,867,444-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 0.21% | 23.90%-23.7pp | 9.84%-9.6pp | 23.90%-23.7pp |
| Employer contribution / active EE | $0 | $16,539-100.0% | $50,102-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $18,647-100.0% | $18,975-100.0% |