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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $109,345 |
RBC GLOBAL ASSET MANAGEMENT8+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $57,587 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $54,750 |
THE BANK OF NEW YORK MELLON8+ years Filed as: M&T BANK INSTITUTIONAL SERVICES Service code 19 · EIN 16-0538020 | Securities Custodian | $52,427 |
HOLM & O'HARA8+ years Service code 29 · EIN 13-3591118 | Legal | $41,075 |
WEDGE CAPITAL MANAGEMENT7 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $40,793 |
SEGALL BRYANT & HAMILL8+ years Filed as: SEGALL BRYANT & HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $36,840 |
O'SULLIVAN ASSOCIATES8+ years Service code 11 · EIN 20-8199367 | Actuarial | $34,800 |
MSPC6 years Service code 10 · EIN 22-2951202 | Accounting | $32,824 |
VINCENZA QUINLAN8+ years Service code 30 · EIN 13-1895922 | Employee (plan); Direct payment from ... | $29,960 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 6.59% | 146.80%-140.2pp | 20.18%-13.6pp | 22.81%-16.2pp |
| Employer contribution / active EE | $18,172 | $13,016+39.6% | $29,108-37.6% | $18,290-0.6% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |