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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $90,536 |
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $67,288 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $55,540 |
WEDGE CAPITAL MANAGEMENT8 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $48,250 |
THE BANK OF NEW YORK MELLON9+ years Filed as: M&T BANK INSTITUTIONAL SERVICES Service code 19 · EIN 16-0538020 | Securities Custodian | $41,667 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $37,892 |
O'SULLIVAN ASSOCIATES9+ years Service code 11 · EIN 20-8199367 | Actuarial | $36,450 |
SEGALL BRYANT & HAMILL9+ years Filed as: SEGALL BRYANT & HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $35,449 |
VINCENZA QUINLAN9+ years Service code 30 · EIN 13-1895922 | Direct payment from the plan; Employe... | $33,296 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $32,208 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.37% | 11.08%-0.7pp | 8.10%+2.3pp | 8.76%+1.6pp |
| Employer contribution / active EE | $18,641 | $13,910+34.0% | $28,665-35.0% | $16,650+12.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |