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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $394,936 |
ANDCO CONSULTING7 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $275,000 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS PTY LTD. Service code 28 | Investment Management | $141,215 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $124,986 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $111,609 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $75,404 |
Service code 28 · EIN 36-1561860 | Investment Management | $52,656 |
IOMM&P8+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $50,655 |
GORFINE SCHILLER & GARDYN PA8+ years Service code 10 · EIN 52-1231901 | Accounting | $50,000 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $46,148 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -10.38% | -4.95%-5.4pp | 22.50%-32.9pp | 2.78%-13.2pp |
| Employer contribution / active EE | $18,303 | $15,740+16.3% | $33,849-45.9% | $15,276+19.8% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |