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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $88,771 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $54,750 |
RBC GLOBAL ASSET MANAGEMENT5+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $42,918 |
MSPC3 years Service code 10 · EIN 22-2951202 | Accounting | $38,772 |
VINCENZA QUINLAN5+ years Service code 30 · EIN 13-1895922 | Employee (plan); Direct payment from ... | $33,297 |
O'SULLIVAN ASSOCIATES5+ years Service code 11 · EIN 20-8199367 | Actuarial | $33,200 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $31,669 |
THE BANK OF NEW YORK MELLON5+ years Filed as: M&T BANK INSTITUTIONAL SERVICES Service code 19 · EIN 16-0538020 | Securities Custodian | $28,748 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $26,388 |
BLACKROCK4 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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 1.45% | 6.41%-5.0pp | 8.01%-6.6pp | 11.45%-10.0pp |
| Employer contribution / active EE | $16,124 | $11,592+39.1% | $29,476-45.3% | $17,219-6.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |