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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $444,390 |
STEPTOE & JOHNSON LLP1+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $309,091 |
IOMM&P1+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $203,772 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $179,596 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT CO.,LLC Service code 28 · EIN 47-0875103 | Investment Management | $172,800 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $157,500 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHASE INVESTMENT COUNSEL Service code 26 · EIN 54-0742944 | Advisory (Participants) | $147,335 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $139,978 |
INVESCO1+ years Service code 28 · EIN 58-1709953 | Investment Management | $130,418 |
MANULIFE ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3168979 | Investment Management | $122,790 |
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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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 5.75% | -0.13%+5.9pp | -1.10%+6.8pp | 1.67%+4.1pp |
| Employer contribution / active EE | $9,996 | $11,793-15.2% | $27,248-63.3% | $10,506-4.9% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |