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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $1,024,389 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $638,018 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Service code 19 · EIN 01-0614895 | Securities Custodian | $417,888 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $252,359 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $243,936 |
ENTRUST PARTNERS OFFSHORE LP3+ years Service code 28 · EIN 90-0644478 | Investment Management | $213,035 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS ASSET MANAGEMENT TRUST CO. Service code 28 · EIN 36-3718331 | Investment Management | $187,293 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $150,654 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $149,439 |
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $136,724 |
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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 | $0 | $280,855-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -1.20% | 73.13%-74.3pp | -0.70%-0.5pp | 73.13%-74.3pp |
| Employer contribution / active EE | $3,179 | $8,421-62.2% | $28,903-89.0% | $8,421-62.2% |
| Participant deferral / active EE | $1,556 | $293+430.2% | $148+948.9% | $293+430.2% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | - |