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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $45,225 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $25,200 |
DISCIPLINA GROUP LLC1 year Service code 19 · EIN 46-1841109 | Securities Custodian | $24,296 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $22,324 |
NEW 2ND CAPITAL1 year Service code 27 747 THIRD AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $12,795 |
Filed as: SILCHESTER INTERNATIONAL Service code 27 · EIN 36-7243326 | Advisory (Plan) | $5,319 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,072-100.0% | $220,428-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | 3.95% | 99.74%-95.8pp | 90.61%-86.7pp | 259.14%-255.2pp |
| Employer contribution / active EE | $55,280 | $35,080+57.6% | $32,730+68.9% | $41,471+33.3% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |