| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY FIND, LLC Service code 21 · EIN 95-4871432 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Bank Trustee | $388,262 |
MANNING & NAPIER1+ years Service code 21 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Bank Trustee | $228,020 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 12 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Claims processing | $217,047 |
UNITED NATIONAL BANK1+ years Service code 18 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25301 | Custodial (other than securities) | $125,338 |
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT Service code 21 | Bank Trustee | $88,249 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 28 4901 VINELAND RD. · ORLANDO, FL 32811 | Investment Management | $78,500 |
C.S. MCKEE, L.P.1+ years Filed as: C. S. MCKEE, LP Service code 21 · EIN 25-1095051 ONE GATEWAY CNETER · PITTSBURGH, PA 15222 | Bank Trustee | $76,077 |
COMERICA BANK1+ years Filed as: COMERICA Service code 21 · EIN 38-6457728 1717 MAIN STREET · DALLAS, TX 75201 | Bank Trustee | $60,492 |
HARRIS, HARDIN & COMPANY, A.C.1+ years Service code 10 · EIN 55-0756523 404 9TH STREET · HUNTINGTON, WV 25701 | Accounting | $48,830 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 1750 TYSONS BOULEVARD · MCLEAN, VA 22102 | Actuarial | $46,464 |
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.90% | -0.09%+1.0pp | -0.81%+1.7pp | 1.67%-0.8pp |
| Employer contribution / active EE | $12,834 | $11,440+12.2% | $38,425-66.6% | $10,506+22.2% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |