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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $252,356 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $209,781 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $193,903 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $180,000 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 | Investment Management | $167,330 |
ASSOCIATED ADMINISTRATORS, LLC3+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $118,793 |
BLACK & PINCKARD LLC3+ years Filed as: BLACK ROCK TRUST COMPANY, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $118,179 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $80,211 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $57,205 |
ABATO, RUBENSTEIN & ABATO3+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $33,446 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.83% | 12.33%+0.5pp | 8.32%+4.5pp | 17.84%-5.0pp |
| Employer contribution / active EE | $11,474 | $11,641-1.4% | $30,793-62.7% | $14,688-21.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |