| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN CORE REALTY FIND, LLC Service code 21 · EIN 95-4871432 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Bank Trustee | $422,822 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 12 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Claims processing | $215,137 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT Service code 21 | Bank Trustee | $152,369 |
Filed as: INTERCONTINENTAL Service code 21 | Bank Trustee | $137,649 |
MANNING & NAPIER2+ years Service code 21 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Bank Trustee | $136,282 |
UNITED NATIONAL BANK2+ years Service code 18 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25301 | Custodial (other than securities) | $94,841 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN GROUP Service code 28 4901 VINELAND RD. · ORLANDO, FL 32811 | Investment Management | $78,500 |
COMERICA BANK2+ years Filed as: COMERICA Service code 21 · EIN 38-6457728 1717 MAIN STREET · DALLAS, TX 75201 | Bank Trustee | $61,138 |
C.S. MCKEE, L.P.1 year Filed as: C.S. MCKEE, LP Service code 21 · EIN 25-1095051 ONE GATWAY CENTER · PITTSBURGH, PA 15222 | Bank Trustee | $52,503 |
LOOMIS SAYLES1 year Service code 21 PO BOX 219594 · KANSAS CITY, MO 64121 | Bank Trustee | $51,246 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 8.83% | 6.13%+2.7pp | 4.74%+4.1pp | 9.19%-0.4pp |
| Employer contribution / active EE | $13,860 | $10,206+35.8% | $36,089-61.6% | $12,608+9.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |