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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $169,418 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 04-3405915 | Investment Management | $83,328 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $82,878 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $67,500 |
WESTFIELD CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0175963 | Investment Management | $63,739 |
O'SULLIVAN ASSOCIATES3 years Service code 11 · EIN 20-8199367 | Actuarial | $60,542 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $59,890 |
BARBARA GILL4+ years Filed as: BARBARA MAGEE Service code 30 · EIN 22-6196388 | Direct payment from the plan; Employe... | $48,039 |
Filed as: BRUCE D. LEDER, ESQ. LLC Service code 29 · EIN 41-2043615 | Legal | $44,531 |
CATHERINE OAKES4+ years Service code 30 · EIN 22-6196388 | Employee (plan); Direct payment from ... | $42,249 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -3.79% | 4.52%-8.3pp | -0.70%-3.1pp | 0.19%-4.0pp |
| Employer contribution / active EE | $6,670 | $13,719-51.4% | $28,903-76.9% | $13,763-51.5% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |