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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $1,506,306 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $540,275 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Service code 19 · EIN 01-0614895 | Securities Custodian | $381,495 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $264,961 |
Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $224,053 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $201,025 |
ALGER1 year Filed as: FRED ALGER MANAGEMENT, LLC Service code 28 · EIN 13-2510833 | Investment Management | $192,319 |
Service code 29 · EIN 11-2340639 | Legal | $174,237 |
DIMENSIONAL FUND ADVISORS7+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $152,735 |
QUAN-VEST CONSULTANTS, INC.5 years Filed as: QUANVEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $132,996 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -9.25% | -14.80%+5.6pp | 22.50%-31.8pp | -14.80%+5.6pp |
| Employer contribution / active EE | $3,488 | $8,996-61.2% | $33,849-89.7% | $8,996-61.2% |
| Participant deferral / active EE | $1,675 | $455+268.1% | $101+1559.1% | $455+268.1% |
| Admin fee / account holder | $0 | $0 | - | - |