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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $85,004 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $54,750 |
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $45,223 |
O'SULLIVAN ASSOCIATES4+ years Service code 11 · EIN 20-8199367 | Actuarial | $33,450 |
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $33,236 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $31,322 |
VINCENZA QUINLAN4+ years Service code 30 · EIN 13-1895922 | Direct payment from the plan; Employe... | $28,319 |
THE BANK OF NEW YORK MELLON4+ years Filed as: M&T BANK INSTITUTIONAL SERVICES Service code 19 · EIN 16-0538020 | Securities Custodian | $25,884 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $25,028 |
BLACKROCK3 years Filed as: BLACKROCK INSITUTIONAL TRUST CO. Service code 24 · EIN 94-3112180 | Discretionary 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 4.55% | 10.27%-5.7pp | 10.56%-6.0pp | 53.27%-48.7pp |
| Employer contribution / active EE | $17,794 | $12,273+45.0% | $30,199-41.1% | $14,774+20.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |