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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $833,485 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $731,072 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Service code 19 · EIN 01-0614895 | Securities Custodian | $355,158 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $237,612 |
DIMENSIONAL FUND ADVISORS4+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $218,126 |
AMERICAN REALTY ADVISORS4+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $171,522 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $151,193 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUANVEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $127,992 |
ENTRUST PARTNERS OFFSHORE LP4+ years Service code 28 · EIN 90-0644478 | Investment Management | $116,567 |
CHEIRON4+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $102,829 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 2.07% | 1023.85%-1021.8pp | 16.32%-14.2pp | 1023.85%-1021.8pp |
| Employer contribution / active EE | $3,143 | $11,605-72.9% | $31,806-90.1% | $11,605-72.9% |
| Participant deferral / active EE | $1,543 | $275+461.2% | $211+629.5% | $275+461.2% |
| Admin fee / account holder | $0 | $0 | $0 | - |