| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 31-3434400 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Mgmt Fees | $416,054 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE & CO. Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15212 | Investment Mgmt Fees | $307,457 |
Service code 51 322 E. ILLINOIS ST · CHICAGO, IL 60611 | Investment Mgmt Fees | $216,428 |
AMERICAN REALTY ADVISORS1+ years Service code 51 801 N. BRAND BLVD., SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $194,737 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 51 · EIN 38-3553488 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $128,314 |
FICON1+ years Service code 22 · EIN 55-0729258 43 MACCORKLE AVE., SW · SOUTH CHARLESTON, WV 25303 | Insurance Broker | $81,135 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 1920 N STREET NW SUITE 400 · WASHINGTON, DC 20036 | Actuarial | $80,565 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $67,197 |
Filed as: WHV INVESTMENT MANAGEMENT Service code 51 · EIN 91-1631301 301 BATTERY ST., SUITE 400 · SAN FRANCISCO, CA 941113203 | Investment Mgmt Fees | $62,046 |
INVESCO1+ years Filed as: INVESCO NATIONAL Service code 51 · EIN 84-0591534 22098 NETWORK PLACE · CHICAGO, IL 606731220 | Investment Mgmt Fees | $53,033 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | -1.31% | 6.13%-7.4pp | 4.74%-6.0pp | 9.19%-10.5pp |
| Employer contribution / active EE | $7,548 | $10,206-26.0% | $36,089-79.1% | $12,608-40.1% |
| 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% |