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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $88,842 |
RBC GLOBAL ASSET MANAGEMENT6+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $55,435 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $54,750 |
THE BANK OF NEW YORK MELLON6+ years Filed as: M&T BANK INSTITUTIONAL SERVICES Service code 19 · EIN 16-0538020 | Securities Custodian | $42,310 |
WEDGE CAPITAL MANAGEMENT5 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $40,261 |
SEGALL BRYANT & HAMILL6+ years Filed as: SEGALL BRYANT & HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $40,107 |
O'SULLIVAN ASSOCIATES6+ years Service code 11 · EIN 20-8199367 | Actuarial | $36,850 |
MSPC4 years Service code 10 · EIN 22-2951202 | Accounting | $33,680 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $29,977 |
VINCENZA QUINLAN6+ years Service code 30 · EIN 13-1895922 | Employee (plan); Direct payment from ... | $28,963 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 22.14% | 24.46%-2.3pp | 11.08%+11.1pp | 13.24%+8.9pp |
| Employer contribution / active EE | $15,236 | $11,981+27.2% | $28,418-46.4% | $14,616+4.2% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |