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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $21,392 |
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL BRYANT AND HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $12,103 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $11,250 |
HOLM & O'HARA4+ years Service code 29 · EIN 13-3591118 | Legal | $11,156 |
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $10,491 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $8,263 |
WILMINGTON TRUST4+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 | Securities Custodian | $7,884 |
Filed as: ARISTOTLE CREDIT PARTNERS Service code 28 · EIN 46-4179556 | Investment Management | $7,174 |
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 | $66,601-100.0% | $92,909-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 4.95% | 92.58%-87.6pp | 109.44%-104.5pp | 378.56%-373.6pp |
| Employer contribution / active EE | $3,420 | $2,775+23.2% | $3,653-6.4% | $2,148+59.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |