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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $381,156 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $270,000 |
NB DYAL ADVISORS LLC1 year Service code 28 · EIN 27-2301101 | Investment Management | $216,661 |
IOMM&P3+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $160,436 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $151,820 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $140,639 |
STEPTOE & JOHNSON LLP3+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $138,190 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $133,703 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $130,587 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $127,890 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 12.17% | 11.16%+1.0pp | 14.20%-2.0pp | 23.90%-11.7pp |
| Employer contribution / active EE | $14,938 | $17,064-12.5% | $27,968-46.6% | $16,539-9.7% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |