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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $17,119 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $11,522 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $11,271 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $10,750 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT AND HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $10,469 |
WILMINGTON TRUST2+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 | Securities Custodian | $7,227 |
HOLM & O'HARA2+ years Service code 29 · EIN 13-3591118 | Legal | $6,026 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $5,842 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 4.69% | 19.71%-15.0pp | 176.29%-171.6pp | 27571.02%-27566.3pp |
| Employer contribution / active EE | $3,850 | $2,633+46.2% | $3,680+4.6% | $2,032+89.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |