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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 95-4871482 | Investment Management | $144,105 |
BENSYS ADMINSTRATORS3+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $130,956 |
ALGER1 year Filed as: FRED ALGER Service code 28 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Investment Management | $90,732 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $80,011 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 27 · EIN 04-2683227 | Advisory (Plan) | $71,428 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL Service code 28 301 S COLLEGE ST 2920 · CHARLOTTE, NC 28202 | Investment Management | $71,101 |
VENUTI & ASSOCIATES3+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3721424 | Actuarial | $65,150 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $45,000 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON Service code 28 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $39,927 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $32,254 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 8.90% | -1.12%+10.0pp | -2.18%+11.1pp | 0.19%+8.7pp |
| Employer contribution / active EE | $7,001 | $12,052-41.9% | $38,751-81.9% | $13,763-49.1% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |