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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-3505523 420 WEST 45TH STREET · NEW YORK, NY 10036 | Other Services | $465,341 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLR · LITTLE FALLS, NJ 07427 | Actuarial | $116,837 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN CORE REALTY FUND Service code 27 · EIN 95-4871432 515 S. FLOWER ST · LOS ANGELES, CA 90071 | Advisory (Plan) | $100,108 |
Filed as: DANIEL H. COOK ASSOCIATES INC Service code 12 · EIN 11-2424843 253 WEST 35TH ST, 12TH FLOOR · NEW YORK, NY 10001 | Direct payment from the plan; Claims ... | $46,888 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS INC Service code 26 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Participants) | $45,000 |
COHEN & STEERS5 years Filed as: COHEN WEISS & SIMON LLP Service code 29 900 THIRD AVENUE SUITE 2100 · NEW YORK, NY 10022 | Legal | $41,678 |
ROGOFF & COMPANY PC5 years Service code 10 · EIN 13-2688836 355 LEXINGTON AVE, 6TH FL · NEW YORK, NY 10017 | Accounting | $36,000 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 27 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Advisory (Plan) | $24,814 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -15.08% | -6.02%-9.1pp | -3.21%-11.9pp | 23.41%-38.5pp |
| Employer contribution / active EE | $908 | $11,241-91.9% | $46,051-98.0% | $12,650-92.8% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |