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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $409,123 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $270,000 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $257,297 |
NB DYAL ADVISORS LLC2 years Service code 28 · EIN 27-2301101 | Investment Management | $204,152 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $143,845 |
STEPTOE & JOHNSON LLP4+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $137,738 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $126,614 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $80,875 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $75,201 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $69,516 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -4.56% | 4.52%-9.1pp | -0.70%-3.9pp | 0.19%-4.8pp |
| Employer contribution / active EE | $15,790 | $13,719+15.1% | $28,903-45.4% | $13,763+14.7% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |