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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $432,328 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $335,645 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $270,000 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $172,631 |
NB DYAL ADVISORS LLC4 years Service code 28 · EIN 27-2301101 | Investment Management | $111,266 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $85,946 |
IOMM&P6+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $72,029 |
Service code 28 · EIN 36-1561860 | Investment Management | $48,623 |
GORFINE SCHILLER & GARDYN PA6+ years Service code 10 · EIN 52-1231901 | Accounting | $42,000 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $41,797 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 22.92% | 15.15%+7.8pp | 10.57%+12.3pp | 11.45%+11.5pp |
| Employer contribution / active EE | $16,986 | $16,781+1.2% | $29,483-42.4% | $17,219-1.4% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |