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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $73,917 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $51,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 28 · EIN 01-0233346 | Investment Management | $45,891 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $42,431 |
COLLERAN, O'HARA & MILLS LLP4 years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $40,728 |
REYNOLDS CONSULTING SERVICES3 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,969 |
BMO HARRIS BANK NA6+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $25,054 |
MATRIX TRUST COMPANY5 years Service code 51 · EIN 75-3182674 | Investment Mgmt Fees | $8,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,887 | $91,517+169.8% | $101,264+143.8% | $73,412+236.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 11.45% | 17.17%-5.7pp | 46.48%-35.0pp | 59.30%-47.8pp |
| Employer contribution / active EE | $11,887 | $2,877+313.2% | $3,660+224.8% | $2,234+432.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $246 | $216+13.8% | $5,947-95.9% | $158+55.5% |