| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL Service code 21 · EIN 55-0756523 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Bank Trustee | $694,846 |
IMF INVESTORS PTY LTD2 years Service code 21 114 WEST 47TH STREET 26TH FLOOR · NEW YORK, NY 10036 | Bank Trustee | $531,086 |
MANNING & NAPIER7+ years Service code 21 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Bank Trustee | $228,065 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 12 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 24445 | Claims processing | $219,484 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN CORE REALTY FIND, LLC Service code 21 · EIN 95-4871432 801 NORTH BRANCH BLVD SUITE 800 · GLENDALE, CA 91203 | Bank Trustee | $209,197 |
C.S. MCKEE, L.P.1 year Filed as: C.S. MCKEE. LP Service code 21 · EIN 25-1095051 ONE GATEWAY CENTER 8TH FLOOR · PITTSBURGH, PA 15222 | Bank Trustee | $165,691 |
UNITED NATIONAL BANK7+ years Service code 18 · EIN 55-0249860 500 VIRGINIA ST, E · CHARLESTON, WV 25301 | Custodial (other than securities); Tr... | $162,029 |
VICTORY3 years Filed as: VICTORY CAPITAL Service code 21 4900 TIEDMAN ROAD 4TH FLOOR · BROOKLYN, OH 44144 | Bank Trustee | $121,019 |
ANDCO CONSULTING4 years Service code 28 · EIN 59-3676225 4901 VINELAND ROAD SUITE 600 · ORLANDO, FL 32811 | Investment Management | $86,250 |
LOOMIS SAYLES6 years Service code 21 P.O. BOX 219594 · KANSAS CITY, MO 64121 | Bank Trustee | $85,536 |
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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 15.11% | 14.11%+1.0pp | 14.84%+0.3pp | 15.63%-0.5pp |
| Employer contribution / active EE | $16,418 | $13,673+20.1% | $37,950-56.7% | $11,476+43.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |