Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $359,542 |
Service code 49 · EIN 20-0492252 | Other Services | $240,000 |
Service code 29 · EIN 52-1958229 | Legal | $193,602 |
MOSAIC SALES SOLUTIONS1 year Service code 49 · EIN 88-8451309 | Other Services | $186,200 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $184,954 |
MARQUETTE ASSOCIATES5 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $180,000 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 51 · EIN 36-2723087 | Investment Mgmt Fees | $146,451 |
CARRIE PARAGON7+ years Service code 30 · EIN 36-2164320 | Employee (plan) | $116,029 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $114,304 |
Service code 49 · EIN 68-0101090 | Other Services | $112,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $359,360-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 86.3%-86.3pp | - |
| Annual return | -7.64% | -7.64%0pp | -10.75%+3.1pp | -7.64%0pp |
| Employer contribution / active EE | $0 | $0 | $18,485-100.0% | - |
| Participant deferral / active EE | $2,569 | $2,5690% | $8,159-68.5% | $2,5690% |
| Admin fee / account holder | $0 | $0 | $9,603-100.0% | - |