| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $197,573 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $183,150 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $177,965 |
THE SEGAL COMPANY4+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $175,000 |
RIVERBRIDGE PARTNERS3 years Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $153,951 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 30-0872552 | Investment Management | $148,121 |
NORTHERN TRUST COMPANY4+ years Service code 18 · EIN 36-2723087 | Investment management fees paid direc... | $104,058 |
LOOMIS SAYLES4+ years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $102,859 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $101,213 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $93,932 |
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 | $409,661-100.0% | $793,067-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 9.1%-9.1pp | 1.7%-1.7pp |
| Annual return | 1.48% | 627.08%-625.6pp | 10.21%-8.7pp | 627.08%-625.6pp |
| Employer contribution / active EE | $0 | $18,824-100.0% | $40,687-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $0 | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $0 | $1,923-100.0% |