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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 20-1733361 | Investment Management | $66,149 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY FUND LLC Service code 28 · EIN 95-4871432 | Investment Management | $48,807 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 ONE BOSTON PLACE, SUITE 2900 · BOSTON, MA 021064408 | Investment Management | $33,902 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $30,193 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 27-0103372 | Investment Management | $24,564 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-0413995 | Actuarial | $14,000 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $12,000 |
ADP BROKER-DEALER1+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 | Recordkeeping | $6,791 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | -0.26% | 4.08%-4.3pp | 3.97%-4.2pp | 11.88%-12.1pp |
| Employer contribution / active EE | $16,832 | $19,692-14.5% | $28,168-40.2% | $14,612+15.2% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |