| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS9+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 51 · EIN 38-3553488 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $262,338 |
AMERICAN REALTY ADVISORS9+ years Service code 51 801 N. BRAND BLVD. SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $229,962 |
Service code 51 322 E. ILLINOIS ST · CHICAGO, IL 60611 | Investment Mgmt Fees | $210,195 |
Filed as: UNITED BANK Service code 19 · EIN 55-6100340 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25302 | Securities Custodian | $157,100 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 101 YGNACIA VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $103,592 |
C.S. MCKEE, L.P.9+ years Filed as: CS MCKEE & CO. Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15212 | Investment Mgmt Fees | $102,425 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES, INC. Service code 23 1166 AVE OF THE AMERICAS, SUITE B · NEW YORK, NY 10036 | Insurance services | $96,334 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL, BRYANT & HAMILL Service code 28 540 WEST MADISON STREET SUITE 1900 · CHICAGO, IL 60661 | Investment Management | $93,375 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $91,729 |
INVESCO9+ years Filed as: INVESCO NATIONAL Service code 51 · EIN 84-0591534 22098 NETWORK PLACE · CHICAGO, IL 606731220 | Investment Mgmt Fees | $60,156 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.93% | 10.33%+1.6pp | 8.10%+3.8pp | 9.30%+2.6pp |
| Employer contribution / active EE | $9,249 | $14,972-38.2% | $28,649-67.7% | $12,551-26.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |