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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $79,396 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $54,750 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $53,575 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $46,365 |
THE BANK OF NEW YORK MELLON3+ years Filed as: M&T BANK INSTITUTIONAL SERVICES Service code 19 · EIN 16-0538020 | Securities Custodian | $40,962 |
O'SULLIVAN ASSOCIATES3+ years Service code 11 · EIN 20-8199367 | Actuarial | $33,600 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $31,138 |
HOLM & O'HARA3+ years Service code 29 · EIN 13-3591118 | Legal | $29,367 |
VINCENZA QUINLAN3+ years Service code 30 · EIN 13-1895922 | Employee (plan); Direct payment from ... | $27,710 |
BLACKROCK2 years Filed as: BLACKROCK INSITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $25,000 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.33% | 4.25%+4.1pp | -752.26%+760.6pp | 0.19%+8.1pp |
| Employer contribution / active EE | $18,871 | $11,906+58.5% | $31,802-40.7% | $13,763+37.1% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |