| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 31-3434400 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Mgmt Fees | $492,522 |
AMERICAN REALTY ADVISORS5+ years Service code 51 801 N. BRAND BLVD. SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $287,995 |
GOLDMAN SACHS5+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 51 · EIN 38-3553488 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $228,321 |
C.S. MCKEE, L.P.5+ years Filed as: CS MCKEE & CO. Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15212 | Investment Mgmt Fees | $216,970 |
Service code 51 322 E. ILLINOIS ST · CHICAGO, IL 60611 | Investment Mgmt Fees | $204,553 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 1920 N STREET NW SUITE 400 · WASHINGTON, DC 20036 | Actuarial | $87,291 |
FICON5+ years Service code 22 · EIN 55-0729258 43 MACCORKLE AVE., SW · SOUTH CHARLESTON, WV 25303 | Insurance Broker | $82,633 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $79,539 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSET MANAGEMENT Service code 51 · EIN 41-0883341 60 S. SIXTH ST., SUITE 3700 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $78,746 |
INVESCO5+ years Filed as: INVESCO NATIONAL Service code 51 · EIN 84-0591534 22098 NETWORK PLACE · CHICAGO, IL 606731220 | Investment Mgmt Fees | $51,546 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -5.89% | 6.82%-12.7pp | 8.01%-13.9pp | 12.86%-18.7pp |
| Employer contribution / active EE | $8,482 | $12,695-33.2% | $29,476-71.2% | $13,687-38.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |