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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $508,945 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $496,842 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Service code 19 · EIN 01-0614895 | Securities Custodian | $274,762 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $259,300 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $181,971 |
ALGER2 years Filed as: FRED ALGER MANAGEMENT, LLC Service code 28 · EIN 13-2510833 | Investment Management | $175,004 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 36-3795985 | Investment Management | $167,185 |
ENTRUST PARTNERS OFFSHORE LP2 years Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $159,895 |
DIMENSIONAL FUND ADVISORS8+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $144,335 |
QUAN-VEST CONSULTANTS, INC.6 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 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 6.31% | 33.11%-26.8pp | 78.62%-72.3pp | 33.11%-26.8pp |
| Employer contribution / active EE | $3,408 | $9,000-62.1% | $31,646-89.2% | $9,000-62.1% |
| Participant deferral / active EE | $1,668 | $680+145.4% | $101+1553.6% | $680+145.4% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |