| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL Service code 21 · EIN 55-0756523 | Bank Trustee | $266,800 |
IMF INVESTORS PTY LTD1 year Filed as: IMF INVESTORS Service code 21 114 WEST 47TH STREET 26TH FLOOR · NEW YORK, NY 10036 | Bank Trustee | $232,224 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 12 · EIN 55-0672859 | Claims processing | $231,939 |
UNITED NATIONAL BANK10+ years Service code 18 · EIN 55-0249860 | Trustee (bank, trust company, or simi... | $183,114 |
MANNING & NAPIER10+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $166,017 |
C.S. MCKEE, L.P.2 years Filed as: CS MCKEE LP Service code 21 · EIN 25-1095051 | Bank Trustee | $124,509 |
VICTORY6 years Filed as: VICTORY CAPITAL Service code 21 4900 TIEDMAN ROAD 4TH FLOOR · BROOKLYN, OH 44144 | Bank Trustee | $120,489 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CORE REALTY FUND, LLC Service code 21 · EIN 95-4871432 | Bank Trustee | $108,301 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL Service code 28 · EIN 59-3676225 | Investment Management | $67,500 |
Filed as: HARRIS, HARDIN & COMPANY, AC Service code 10 · EIN 55-0756523 | Accounting | $51,385 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.33% | 9.32%0pp | 10.53%-1.2pp | 9.30%0pp |
| Employer contribution / active EE | $18,365 | $14,511+26.6% | $26,797-31.5% | $12,551+46.3% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |