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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL (JENNISON ASSOCIATES) Service code 27 · EIN 23-6994310 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $145,422 |
TRICON XI B LP1+ years Filed as: TRICON HOUSING PATNERS US II BLP Service code 28 · EIN 46-3560265 | Investment Management | $95,000 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 | Investment Management | $78,323 |
DISABATO ADVISERS, LLC1+ years Service code 27 · EIN 35-2323525 525 W. MONROE ST. 560 · CHICAGO, IL 60661 | Advisory (Plan) | $70,833 |
TIC INTERNATIONAL CORPORATION1+ years Service code 12 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator; Claims proces... | $64,405 |
DOLAN MCENIRY CAPITAL MANAGEMENT1+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 27 · EIN 36-4169967 120 N. LASALLE 1510 · CHICAGO, IL 60602 | Advisory (Plan) | $59,400 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD. 800 · GLENDALE, CA 91203 | Investment Management | $45,960 |
GREENBURG TRAURIG, LLP1+ years Service code 29 · EIN 13-3613083 77 W. WACKER DR. 3100 · CHICAGO, IL 60601 | Legal | $42,294 |
ERIC J. FERNANDEZ & CO.1+ years Service code 10 · EIN 36-3141842 895 W. MAIN ST. STE. 1000 · WEST DUNDEE, IL 60118 | Accounting | $26,898 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST.611 · CARMEL, IN 460324529 | Actuarial | $20,250 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.89% | 0.68%-1.6pp | -1.61%+0.7pp | -0.60%-0.3pp |
| Employer contribution / active EE | $15,784 | $10,568+49.4% | $30,840-48.8% | $12,272+28.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |