| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 31-3434400 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Mgmt Fees | $429,892 |
Service code 51 322 E. ILLINOIS ST · CHICAGO, IL 60611 | Investment Mgmt Fees | $382,850 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE & CO. Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15212 | Investment Mgmt Fees | $242,576 |
AMERICAN REALTY ADVISORS2+ years Service code 51 801 N. BRAND BLVD. SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $186,581 |
GOLDMAN SACHS2+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 51 · EIN 38-3553488 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $137,901 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 1920 N STREET NW SUITE 400 · WASHINGTON, DC 20036 | Actuarial | $81,243 |
FICON2+ years Service code 22 · EIN 55-0729258 43 MACCORKLE AVE., SW · SOUTH CHARLESTON, WV 25303 | Insurance Broker | $81,020 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $69,683 |
STANDARD VALUATIONS2+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST. PAUL, MN 55116 | Valuation (appraisals, etc.) | $39,400 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSET MANAGEMENT Service code 51 · EIN 41-0883341 60 S. SIXTH ST., SUITE 3700 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $38,996 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.69% | 12.92%-1.2pp | 10.36%+1.3pp | 17.84%-6.2pp |
| Employer contribution / active EE | $7,589 | $14,070-46.1% | $37,738-79.9% | $14,688-48.3% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |