| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $216,298 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $201,251 |
RIVERBRIDGE PARTNERS2 years Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $159,736 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $159,220 |
THE HEALTH PLAN2 years Service code 12 · EIN 55-0765726 | Contract Administrator; Claims proces... | $158,000 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $143,051 |
COLUMBUS CIRCLE INVESTORS3+ years Service code 51 · EIN 06-1404803 | Investment Mgmt Fees | $142,112 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $133,077 |
THE SEGAL COMPANY3+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $112,500 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $100,418 |
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 | $3,370,408-100.0% | $671,907-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 15.0%-15.0pp | 1.2%-1.2pp |
| Annual return | 5.46% | 53.27%-47.8pp | 10.76%-5.3pp | 53.27%-47.8pp |
| Employer contribution / active EE | $0 | $14,774-100.0% | $68,795-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $229-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $6,717-100.0% | $13,289-100.0% |