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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $324,895 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $272,500 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $250,040 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $145,080 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $97,423 |
IOMM&P7+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $66,507 |
Service code 28 · EIN 36-1561860 | Investment Management | $62,701 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $40,079 |
GORFINE SCHILLER & GARDYN PA7+ years Service code 10 · EIN 52-1231901 | Accounting | $38,000 |
PATRICK MCCULLOUGH7+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $33,950 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 8.39% | 16.75%-8.4pp | 14.84%-6.5pp | 13.24%-4.8pp |
| Employer contribution / active EE | $17,868 | $16,291+9.7% | $37,950-52.9% | $14,616+22.2% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |