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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $774,410 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $685,455 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Service code 19 · EIN 01-0614895 | Securities Custodian | $361,841 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $248,592 |
AMERICAN REALTY ADVISORS5+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $178,786 |
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $170,994 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $162,400 |
CHEIRON5+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $137,505 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUANVEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $127,992 |
ENTRUST PARTNERS OFFSHORE LP5+ years Service code 28 · EIN 90-0644478 | Investment Management | $99,768 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 9.86% | 5230.06%-5220.2pp | 10.57%-0.7pp | 5230.06%-5220.2pp |
| Employer contribution / active EE | $3,585 | $10,491-65.8% | $29,483-87.8% | $10,491-65.8% |
| Participant deferral / active EE | $1,795 | $460+290.4% | $150+1097.7% | $460+290.4% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |