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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $1,005,329 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $799,536 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Service code 19 · EIN 01-0614895 | Securities Custodian | $405,437 |
ENTRUST PARTNERS OFFSHORE LP6+ years Service code 28 · EIN 90-0644478 | Investment Management | $298,927 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $277,206 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $181,010 |
DIMENSIONAL FUND ADVISORS6+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $163,229 |
AMERICAN REALTY ADVISORS6+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $130,997 |
QUAN-VEST CONSULTANTS, INC.4 years Filed as: QUANVEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $128,409 |
Service code 29 · EIN 11-2340639 | Legal | $110,446 |
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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 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 19.79% | 19.39%+0.4pp | 14.84%+4.9pp | 19.39%+0.4pp |
| Employer contribution / active EE | $3,432 | $8,446-59.4% | $37,950-91.0% | $8,446-59.4% |
| Participant deferral / active EE | $1,562 | $353+342.3% | $127+1126.2% | $353+342.3% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |