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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROTHCHILD & CO ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $279,242 |
ALGER4+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $228,276 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $226,839 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $180,000 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 | Investment Management | $167,926 |
BLACK & PINCKARD LLC4+ years Filed as: BLACK ROCK TRUST COMPANY, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $147,891 |
ASSOCIATED ADMINISTRATORS, LLC4+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $129,342 |
Filed as: REAL ESTATE INVESTMENT FUND, LLC Service code 27 · EIN 11-3786306 | Advisory (Plan) | $109,777 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $101,312 |
Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $62,225 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -2.94% | 2.02%-5.0pp | -752.26%+749.3pp | 33.37%-36.3pp |
| Employer contribution / active EE | $11,224 | $12,422-9.6% | $31,802-64.7% | $11,253-0.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |