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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL R/E CORP Service code 28 · EIN 04-2895544 | Investment Management | $137,600 |
LOOMIS SAYLES5 years Filed as: THE LOOMIS, SAYLERS & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $118,017 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432392 | Advisory (Plan) | $108,033 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $99,572 |
Service code 28 · EIN 13-3257590 | Investment Management | $98,741 |
JOE MOSKAUSKI9 years Service code 30 · EIN 23-1972409 | Employee (plan); Recordkeeping fees | $89,119 |
RAE GROUP LLC4 years Service code 11 · EIN 83-4646394 | Actuarial | $82,172 |
Service code 50 · EIN 52-1796473 | Direct Payment | $74,710 |
JOANN PROCOPIO10+ years Service code 30 · EIN 23-1578380 | Employee (plan); Recordkeeping fees | $43,525 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $39,576 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.57% | 8.62%-3.0pp | 8.99%-3.4pp | 10.52%-4.9pp |
| Employer contribution / active EE | $28,230 | $14,400+96.0% | $25,171+12.1% | $15,140+86.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |