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| Provider | Service type | Compensation |
|---|---|---|
IOMM&P5 years Service code 14 · EIN 13-6020335 | Plan Administrator | $56,110 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $43,258 |
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $32,283 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $29,061 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $27,926 |
GORFINE SCHILLER & GARDYN PA6+ years Filed as: GORFINE, SCHILLER & GARDYN PA Service code 10 · EIN 52-1231901 | Accounting | $18,500 |
PATRICK MCCULLOUGH6+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $15,025 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $15,000 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $14,932 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $14,889 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | -8.44% | 15.15%-23.6pp | 10.57%-19.0pp | 11.45%-19.9pp |
| Employer contribution / active EE | $8,914 | $16,781-46.9% | $29,483-69.8% | $17,219-48.2% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |