| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 26-1367865 100 NORTH CITY PARKWAY, SUITE 1600 · LAS VEGAS, NV 891064614 | Legal | $304,626 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN REALTY ADVISORS, LLC Service code 51 · EIN 33-0123114 515 S. FLOWER ST., 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Mgmt Fees | $276,871 |
RUBINBROWN LLP5 years Service code 10 · EIN 43-0765316 10801 W CHARLESTON BLVD SUITE 300 · LAS VEGAS, NV 89135 | Accounting | $271,863 |
BENESYS, INC.6+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Contract Administrator | $194,490 |
NIS2 years Filed as: NIS OF AMERICA, LLC Service code 51 · EIN 84-3937993 PO BOX 3110 · MILWAUKEE, WI 532023110 | Investment Mgmt Fees | $193,985 |
BARON CAPITAL MANAGEMENT2 years Filed as: BARON CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3390015 767 FIFTH AVENUE, 48TH FL. · NEW YORK, NY 10153 | Investment Mgmt Fees | $143,501 |
CHEIRON4 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 201 LOMAS SANTA FE, SUITE 400 · SOLANA BEACH, CA 92075 | Actuarial | $111,181 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $89,774 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $75,000 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 111 WEST MONROE ST. 3E · CHICAGO, IL 60603 | Securities Custodian | $71,316 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 20.66% | 19.37%+1.3pp | 11.08%+9.6pp | 15.63%+5.0pp |
| Employer contribution / active EE | $16,484 | $13,107+25.8% | $28,418-42.0% | $11,476+43.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |