| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $330,583 |
Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $230,054 |
THE HEALTH PLAN6 years Service code 13 · EIN 55-0765726 | Contract Administrator | $214,200 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $201,966 |
THE SEGAL COMPANY7+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $194,755 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $168,022 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $126,746 |
RIVERBRIDGE PARTNERS6 years Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $107,158 |
SYSTEMATIC FINANCIAL MANAGEMENT7+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $103,489 |
LOOMIS SAYLES7+ years Service code 28 · EIN 20-8080381 | Investment Management | $94,936 |
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 | $9,556,684-100.0% | $848,047-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 8.16% | 22.81%-14.7pp | 5.63%+2.5pp | 22.81%-14.7pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $36,086-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $0 | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $0 | $85,222-100.0% |