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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $372,248 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $270,000 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $191,088 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $148,601 |
GAMCO ASSET MANAGEMENT5+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $135,729 |
NB DYAL ADVISORS LLC3 years Service code 28 · EIN 27-2301101 | Investment Management | $124,690 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $96,471 |
IOMM&P5+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $83,929 |
Service code 28 · EIN 36-1561860 | Investment Management | $49,491 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $47,619 |
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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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 15.84% | 20.24%-4.4pp | 16.32%-0.5pp | 53.27%-37.4pp |
| Employer contribution / active EE | $16,508 | $14,384+14.8% | $31,806-48.1% | $14,774+11.7% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |