| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN CORE REALTY FIND LLC Service code 21 · EIN 95-4871432 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Bank Trustee | $379,535 |
Filed as: INTERCONTINENTAL Service code 21 · EIN 55-0756523 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Bank Trustee | $364,012 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 12 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Claims processing | $226,668 |
MANNING & NAPIER5+ years Service code 21 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Bank Trustee | $149,781 |
WESTWOOD TRUST5+ years Filed as: WESTWOOD MANAGEMENT Service code 21 · EIN 95-4871432 200 CRESCENT COURT · DALLAS, TX 75201 | Bank Trustee | $133,552 |
UNITED NATIONAL BANK5+ years Service code 18 · EIN 55-0249860 500 VIRGINIA ST., E. · CHARLESTON, WV 25301 | Trustee (bank, trust company, or simi... | $130,718 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS PTY LTD. Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $112,818 |
ANDCO CONSULTING2 years Service code 28 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Investment Management | $85,000 |
C.S. MCKEE, L.P.2 years Filed as: C.S. MCKEE LP Service code 21 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Bank Trustee | $77,873 |
LOOMIS SAYLES4 years Service code 21 P.O. BOX 219594 · KANSAS CITY, MO 64121 | Bank Trustee | $77,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 18.09% | 15.22%+2.9pp | 16.32%+1.8pp | 21.83%-3.7pp |
| Employer contribution / active EE | $12,868 | $15,831-18.7% | $31,806-59.5% | $12,237+5.2% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |