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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $85,040 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $66,999 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 | Investment Management | $59,760 |
IOMM&P9 years Service code 14 · EIN 13-6020335 | Plan Administrator | $46,992 |
IFM INVESTORS PTY LTD3 years Filed as: IFM INVESTORS PTY LTD. Service code 28 | Investment Management | $44,206 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $43,557 |
GORFINE SCHILLER & GARDYN PA10+ years Filed as: GORFINE, SCHILLER & GARDYN PA Service code 10 · EIN 52-1231901 | Accounting | $25,799 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $25,000 |
PATRICK MCCULLOUGH10+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $16,957 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $16,550 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 6.84% | 8.51%-1.7pp | 10.53%-3.7pp | 8.76%-1.9pp |
| Employer contribution / active EE | $9,964 | $16,216-38.6% | $26,797-62.8% | $16,664-40.2% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |