| Provider | Service type | Compensation |
|---|---|---|
BROWNSTEIN HYATT FARBER SCHRECK LLP10+ years Service code 29 · EIN 26-1367865 | Legal | $624,653 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $366,000 |
WILSON-MCSHANE CORPORATION4 years Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 41-0956552 | Accounting | $364,600 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT ADVISER, INC Service code 21 · EIN 13-5673135 | Bank Trustee | $324,411 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO. Service code 28 · EIN 04-2755549 | Investment Management | $223,332 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $220,780 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 34-1805154 | Investment Management | $215,555 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $207,542 |
CHEIRON10+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $199,212 |
BERRY & CO., CPA'S LTD10+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $183,885 |
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 | 8.06% | 10.33%-2.3pp | 8.10%0pp | 9.30%-1.2pp |
| Employer contribution / active EE | $26,826 | $14,972+79.2% | $28,649-6.4% | $12,551+113.7% |
| 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% | - |