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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $106,594 |
RBC GLOBAL ASSET MANAGEMENT7+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $63,014 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $54,750 |
SEGALL BRYANT & HAMILL7+ years Filed as: SEGALL BRYANT & HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $47,050 |
WEDGE CAPITAL MANAGEMENT6 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $45,730 |
HOLM & O'HARA7+ years Service code 29 · EIN 13-3591118 | Legal | $38,292 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $35,414 |
O'SULLIVAN ASSOCIATES7+ years Service code 11 · EIN 20-8199367 | Actuarial | $34,600 |
AMALGAMATED BANK7+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $31,300 |
THE BANK OF NEW YORK MELLON7+ years Filed as: M&T BANK INSTITUTIONAL SERVICES Service code 19 · EIN 16-0538020 | Securities Custodian | $28,869 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -6.58% | -6.78%+0.2pp | -5.85%-0.7pp | 39.82%-46.4pp |
| Employer contribution / active EE | $17,272 | $13,335+29.5% | $31,839-45.8% | $19,980-13.6% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |