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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $240,537 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $191,038 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $180,000 |
Filed as: ROTHSCHILD & CO ASSET MGMT INC Service code 28 · EIN 13-2544634 | Investment Management | $165,794 |
Filed as: REAL ESTATE INVESTMENT FUND, LLC Service code 27 · EIN 11-3786306 | Advisory (Plan) | $142,841 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557450 | Investment Management | $119,539 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $97,750 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $78,894 |
BLACK & PINCKARD LLC5+ years Filed as: BLACK ROCK TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $75,850 |
ABATO, RUBENSTEIN & ABATO2 years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $70,397 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.84% | 12.20%+3.6pp | 10.56%+5.3pp | 21.83%-6.0pp |
| Employer contribution / active EE | $11,464 | $12,801-10.4% | $30,199-62.0% | $12,237-6.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |