Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $1,337,618 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $456,399 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 19 · EIN 01-0614895 | Securities Custodian | $329,669 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS ASSET MANAGEMENT TRUST CO. Service code 27 · EIN 36-3718331 | Advisory (Plan) | $286,929 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 19 · EIN 25-6078093 | Securities Custodian | $228,407 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $180,377 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $179,799 |
ENTRUST PARTNERS OFFSHORE LP1+ years Service code 28 · EIN 90-0644478 | Investment Management | $159,431 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $152,336 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUANVEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $128,588 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,821-100.0% | $442,730-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 12.5%-12.5pp | 5.5%-5.5pp |
| Annual return | 5.72% | 5.86%-0.1pp | 4.72%+1.0pp | 5.86%-0.1pp |
| Employer contribution / active EE | $3,195 | $10,137-68.5% | $30,821-89.6% | $10,137-68.5% |
| Participant deferral / active EE | $1,568 | $492+218.6% | $113+1286.4% | $492+218.6% |
| Admin fee / account holder | $0 | $387-100.0% | $2,146-100.0% | $387-100.0% |