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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $19,649 |
WILMINGTON TRUST3+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 | Securities Custodian | $18,299 |
HOLM & O'HARA3+ years Service code 29 · EIN 13-3591118 | Legal | $11,487 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $11,250 |
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL BRYANT AND HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $10,734 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $7,823 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $6,425 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $5,916 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,443-100.0% | $83,830-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 2.39% | 393.67%-391.3pp | 850.97%-848.6pp | 244.93%-242.5pp |
| Employer contribution / active EE | $3,235 | $2,682+20.6% | $3,631-10.9% | $2,078+55.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |