| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8+ years Service code 51 801 N. BRAND BLVD. SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $364,184 |
GOLDMAN SACHS8+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 51 · EIN 38-3553488 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $240,169 |
Filed as: UNITED BANK Service code 19 · EIN 55-6100340 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25302 | Securities Custodian | $211,920 |
Service code 51 322 E. ILLINOIS ST · CHICAGO, IL 60611 | Investment Mgmt Fees | $209,764 |
C.S. MCKEE, L.P.8+ years Filed as: CS MCKEE & CO. Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15212 | Investment Mgmt Fees | $127,037 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANCIES, INC. Service code 23 1166 AVE OF THE AMERICAS, SUITE B · NEW YORK, NY 10036 | Insurance services | $123,783 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 101 YGNACIA VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $100,648 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 1920 N STREET NW SUITE 400 · WASHINGTON, DC 20036 | Actuarial | $95,710 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSET MANAGEMENT Service code 51 · EIN 41-0883341 60 S. SIXTH ST., SUITE 3700 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $93,384 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $85,686 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -6.47% | 7.95%-14.4pp | 20.18%-26.7pp | 9.11%-15.6pp |
| Employer contribution / active EE | $9,050 | $14,684-38.4% | $29,108-68.9% | $12,231-26.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |