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| Provider | Service type | Compensation |
|---|---|---|
ALPS ADVISORS, INC.3 years Filed as: SS&C ALPS Service code 28 80 LAMBERTON ROAD · WINDSOR, CT 06095 | Investment Management | $135,324 |
KOVITZ INVESTMENT GROUP5 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 27 · EIN 47-5657416 115 S. LASALLE ST, FL 27 · CHICAGO, IL 60603 | Advisory (Plan) | $113,974 |
Filed as: PRUDENTIAL (JENNISON ASSOCIATES) Service code 27 · EIN 23-6994310 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $76,155 |
TIC INTERNATIONAL CORPORATION8+ years Service code 12 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Claims processing; Contract Administr... | $66,175 |
GREENBURG TRAURIG, LLP8+ years Service code 29 · EIN 13-3613083 77 W. WACKER DR. 3100 · CHICAGO, IL 60601 | Legal | $61,771 |
DOLAN MCENIRY CAPITAL MANAGEMENT8+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 27 · EIN 36-4169967 120 N. LASALLE 1510 · CHICAGO, IL 60602 | Advisory (Plan) | $57,698 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 515 S. FLOWER ST. 49TH FL · LOS ANGELES, CA 90071 | Investment Management | $42,973 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST.610 · CARMEL, IN 460324529 | Actuarial | $29,500 |
TRICON XI B LP8+ years Filed as: TRICON HOUSING PATNERS US II BLP Service code 28 · EIN 46-3560265 | Investment Management | $28,215 |
ERIC J. FERNANDEZ & CO.8+ years Service code 10 · EIN 36-3141842 895 W. MAIN ST. STE. 1000 · WEST DUNDEE, IL 60118 | Accounting | $27,218 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -13.38% | -8.26%-5.1pp | -5.84%-7.5pp | 2.77%-16.1pp |
| Employer contribution / active EE | $20,025 | $12,543+59.7% | $31,839-37.1% | $15,262+31.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |