| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS10+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 51 · EIN 38-3553488 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $293,664 |
AMERICAN REALTY ADVISORS10+ years Service code 51 801 N. BRAND BLVD. SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $282,646 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN COMPANIES, INC. Service code 23 1166 AVE OF THE AMERICAS, SUITE B · NEW YORK, NY 10036 | Insurance services | $246,324 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 51 322 E. ILLINOIS ST · CHICAGO, IL 60611 | Investment Mgmt Fees | $208,759 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: UNITED BANK Service code 19 · EIN 55-6100340 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25302 | Securities Custodian | $143,772 |
THE SEGAL COMPANY1 year Filed as: SEGAL, BRYANT & HAMMILL Service code 28 540 WEST MADISON STREET SUITE 1900 · CHICAGO, IL 60661 | Investment Management | $121,514 |
ADAMS STREET1 year Service code 51 · EIN 27-3683784 ONE NORTH WACKER DRIVE, SUITE 2700 · CHICAGO, IL 60606 | Investment Mgmt Fees | $120,223 |
C.S. MCKEE, L.P.10+ years Filed as: CS MCKEE & CO. Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15212 | Investment Mgmt Fees | $106,785 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $99,725 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 101 YGNACIA VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $84,115 |
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 4.87% | 10.08%-5.2pp | 8.99%-4.1pp | 8.88%-4.0pp |
| Employer contribution / active EE | $8,516 | $15,398-44.7% | $25,171-66.2% | $15,934-46.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |