| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Service code 51 801 N. BRAND BLVD. SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $289,508 |
C.S. MCKEE, L.P.6+ years Filed as: CS MCKEE & CO. Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15212 | Investment Mgmt Fees | $241,220 |
GOLDMAN SACHS6+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 51 · EIN 38-3553488 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $201,525 |
Service code 51 322 E. ILLINOIS ST · CHICAGO, IL 60611 | Investment Mgmt Fees | $156,972 |
Filed as: UNITED BANK Service code 19 · EIN 55-6100340 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25302 | Securities Custodian | $107,725 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSET MANAGEMENT Service code 51 · EIN 41-0883341 60 S. SIXTH ST., SUITE 3700 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $101,369 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 1920 N STREET NW SUITE 400 · WASHINGTON, DC 20036 | Actuarial | $99,025 |
FICON6+ years Service code 22 · EIN 55-0729258 43 MACCORKLE AVE., SW · SOUTH CHARLESTON, WV 25303 | Insurance Broker | $93,421 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $81,180 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 101 YGNACIO VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $58,388 |
Employer contribution per participant 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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 37.58% | 19.37%+18.2pp | 11.08%+26.5pp | 15.63%+21.9pp |
| Employer contribution / active EE | $8,176 | $13,107-37.6% | $28,418-71.2% | $11,476-28.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |