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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $799,189 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $602,868 |
SEI INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $308,385 |
ALGER3 years Filed as: FRED ALGER MANAGEMENT, LLC Service code 28 · EIN 13-2510833 | Investment Management | $248,189 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $184,066 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $154,800 |
ENTRUST PARTNERS OFFSHORE LP3 years Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $145,229 |
QUAN-VEST CONSULTANTS, INC.7 years Filed as: QUANVEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $132,996 |
GCM GROSVENOR1 year Filed as: GCM GROSVENOR L.P. Service code 28 · EIN 20-3979494 | Investment Management | $123,354 |
DIMENSIONAL FUND ADVISORS9+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $120,451 |
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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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 15.66% | 8.48%+7.2pp | 10.53%+5.1pp | 8.48%+7.2pp |
| Employer contribution / active EE | $3,427 | $9,949-65.6% | $26,797-87.2% | $9,949-65.6% |
| Participant deferral / active EE | $1,666 | $734+127.0% | $122+1263.9% | $734+127.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |