| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years 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 | $379,985 |
Service code 29 · EIN 26-1367865 100 NORTH CITY PARKWAY, SUITE 1600 · LAS VEGAS, NV 891064614 | Legal | $286,136 |
RUBINBROWN LLP6 years Service code 10 · EIN 43-0765316 10801 W CHARLESTON BLVD SUITE 300 · LAS VEGAS, NV 89135 | Accounting | $252,292 |
BENESYS, INC.7+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Contract Administrator | $208,804 |
NIS3 years Filed as: NIS OF AMERICA, LLC Service code 51 · EIN 84-3937993 PO BOX 3110 · MILWAUKEE, WI 532023110 | Investment Mgmt Fees | $190,968 |
BARON CAPITAL MANAGEMENT3 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 | $136,896 |
CHEIRON5 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 201 LOMAS SANTA FE, SUITE 400 · SOLANA BEACH, CA 92075 | Actuarial | $112,179 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $75,000 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 111 WEST MONROE ST. 3E · CHICAGO, IL 60603 | Securities Custodian | $71,515 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 100012402 | Insurance Commissions | $53,402 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.27% | -7.95%-1.3pp | -5.85%-3.4pp | 23.41%-32.7pp |
| Employer contribution / active EE | $19,126 | $13,972+36.9% | $31,839-39.9% | $12,650+51.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |