| Provider | Service type | Compensation |
|---|---|---|
COLUMBUS CIRCLE INVESTORS2+ years Service code 51 · EIN 06-1404803 | Investment Mgmt Fees | $240,551 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $190,421 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $187,973 |
THE SEGAL COMPANY2+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $178,750 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $170,152 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $169,402 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $150,995 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $136,249 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $106,322 |
RIVERBRIDGE PARTNERS1 year Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $105,160 |
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 | $18,026,966-100.0% | $463,922-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 17.6%-17.6pp | 1.8%-1.8pp |
| Annual return | 9.65% | 0.19%+9.5pp | 60.62%-51.0pp | 0.19%+9.5pp |
| Employer contribution / active EE | $0 | $13,763-100.0% | $61,657-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $288-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $23-100.0% | $426-100.0% |