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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $230,573 |
ROTHCHILD INVESTMENT MANAGERS1+ years Service code 28 · EIN 13-2544634 | Investment Management | $196,772 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $188,469 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $160,000 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $133,850 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $104,377 |
COLUMBIA PARTNERS1+ years Filed as: COLUMBIA PARTNERS, LLC Service code 28 · EIN 52-1940739 | Investment Management | $92,832 |
BLACK & PINCKARD LLC1+ years Filed as: BLACK ROCK TRUST COMPANY, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $78,404 |
ABATO, RUBENSTEIN & ABATO1+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $60,537 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $56,807 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 9.65% | 1.36%+8.3pp | -1.61%+11.3pp | 1.67%+8.0pp |
| Employer contribution / active EE | $10,531 | $10,832-2.8% | $30,840-65.9% | $10,506+0.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |