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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $414,430 |
ANDCO CONSULTING1 year Service code 17 · EIN 59-3676225 | Pension Consulting | $270,000 |
STEPTOE & JOHNSON LLP2+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $232,836 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $195,158 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT CO.,LLC Service code 28 · EIN 47-0875103 | Investment Management | $175,533 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO Service code 27 · EIN 13-4044521 | Advisory (Plan) | $172,052 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $169,240 |
IOMM&P2+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $164,742 |
MANULIFE ASSET MANAGEMENT2+ years Service code 28 · EIN 04-3168979 | Investment Management | $110,377 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $109,348 |
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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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 6.59% | 4.38%+2.2pp | 4.72%+1.9pp | 7.18%-0.6pp |
| Employer contribution / active EE | $14,416 | $13,406+7.5% | $30,821-53.2% | $13,095+10.1% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |