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| Provider | Service type | Compensation |
|---|---|---|
SCHULTE ROTH & ZABEL LLP1+ years Filed as: SCHULTE ROTH & ZABEL, LLP Service code 29 · EIN 13-2633996 | Legal | $332,407 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $121,259 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $70,617 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $60,000 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $56,720 |
ENNIS HARGADON, LLC1+ years Filed as: ENNIS, HARGADON, LLC Service code 10 · EIN 47-1121653 | Accounting | $54,311 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 84-6391546 | Investment Management | $53,494 |
BARBARA GILL1+ years Filed as: BARBARA MAGEE Service code 30 · EIN 22-6196388 | Employee (plan) | $49,990 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $46,490 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 28 · EIN 41-1460668 | Investment Management | $40,744 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | 1.51% | -1.11%+2.6pp | -1.10%+2.6pp | -0.60%+2.1pp |
| Employer contribution / active EE | $57,049 | $11,820+382.6% | $27,248+109.4% | $12,272+364.9% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |