| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Service code 51 801 N. BRAND BLVD. SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $329,296 |
GOLDMAN SACHS7+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 51 · EIN 38-3553488 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $280,922 |
Service code 51 322 E. ILLINOIS ST · CHICAGO, IL 60611 | Investment Mgmt Fees | $209,764 |
C.S. MCKEE, L.P.7+ years Filed as: CS MCKEE & CO. Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15212 | Investment Mgmt Fees | $196,903 |
Filed as: UNITED BANK Service code 19 · EIN 55-6100340 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25302 | Securities Custodian | $157,498 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSET MANAGEMENT Service code 51 · EIN 41-0883341 60 S. SIXTH ST., SUITE 3700 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $148,160 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 101 YGNACIO VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $111,889 |
FICON7+ years Service code 22 · EIN 55-0729258 43 MACCORKLE AVE., SW · SOUTH CHARLESTON, WV 25303 | Insurance Broker | $96,734 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 1920 N STREET NW SUITE 400 · WASHINGTON, DC 20036 | Actuarial | $88,077 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $58,338 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 6.19% | -7.95%+14.1pp | -5.85%+12.0pp | 23.41%-17.2pp |
| Employer contribution / active EE | $9,036 | $13,972-35.3% | $31,839-71.6% | $12,650-28.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |