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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AUDAX Service code 51 101 CALIFORNIA ST #4750 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $212,539 |
ALLAN BATES AND ASSOCIATES7 years Filed as: ALLAN BILLER Service code 27 535 MIDDLEFIELD ROAD · MENLO PARK, CA 94025 | Advisory (Plan) | $191,578 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH ADMINISTRATIVE SERVICES Service code 13 · EIN 52-1590516 | Contract Administrator | $181,305 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 · EIN 65-0694011 | Investment Mgmt Fees | $132,741 |
ULLICO6 years Service code 51 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Mgmt Fees | $108,147 |
WLLINGTON TRUST CO1 year Service code 52 280 CONGRESS ST · BOSTON, MA 02210 | Indirect Investment Fees | $105,081 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL CO Service code 11 · EIN 13-1835864 | Actuarial | $93,866 |
ARROWSTREET CAPITAL6 years Service code 51 200 CLARENDON ST · BOSTON, MA 02116 | Investment Mgmt Fees | $67,911 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 52 277 PARK AVENUE · NEW YORK, NY 10012 | Indirect Investment Fees | $62,914 |
ASB CAPITAL MANAGEMENT6 years Service code 51 7501 WISCONSIN AVE #1400 · BETHESDA, MD 20814 | Investment Mgmt Fees | $62,816 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | 10.78% | 10.33%+0.4pp | 8.10%+2.7pp | 9.30%+1.5pp |
| Employer contribution / active EE | $6,399 | $14,972-57.3% | $28,649-77.7% | $12,551-49.0% |
| 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% | - |