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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $127,060 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 28 · EIN 01-0233346 | Investment Management | $106,521 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $50,000 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $40,725 |
BMO HARRIS BANK NA4+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $37,000 |
COLLERAN, O'HARA & MILLS LLP2 years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $33,921 |
Service code 27 · EIN 20-1899564 | Advisory (Plan) | $29,216 |
MATRIX TRUST COMPANY3 years Service code 51 · EIN 75-3182674 | Investment Mgmt Fees | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,829 | $80,005+138.5% | $140,019+36.3% | $55,725+242.4% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -3.74% | 0.46%-4.2pp | 651.15%-654.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $13,405 | $3,403+294.0% | $5,605+139.2% | $2,078+545.1% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $489 | $116+322.4% | $10,705-95.4% | $115+324.2% |