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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 04-2895544 | Investment Management | $289,220 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $225,152 |
Service code 16 · EIN 58-2432390 | Consulting | $210,000 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $146,478 |
Filed as: HARDMAN JOHNSON GLOBAL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $130,804 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $122,628 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $113,535 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $106,514 |
ABATO, RUBENSTEIN & ABATO4 years Service code 29 · EIN 52-0904713 | Legal | $93,759 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $81,887 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.20% | 10.33%-1.1pp | 8.10%+1.1pp | 9.30%-0.1pp |
| Employer contribution / active EE | $13,216 | $14,972-11.7% | $28,649-53.9% | $12,551+5.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |