| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 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 | $411,532 |
RUBINBROWN LLP7 years Service code 10 · EIN 43-0765316 10801 W CHARLESTON BLVD SUITE 300 · LAS VEGAS, NV 89135 | Accounting | $338,501 |
Service code 29 · EIN 26-1367865 100 NORTH CITY PARKWAY, SUITE 1600 · LAS VEGAS, NV 891064614 | Legal | $333,464 |
BENESYS, INC.8+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Contract Administrator | $218,076 |
NIS4 years Filed as: NIS OF AMERICA, LLC Service code 51 · EIN 84-3937993 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 532023110 | Investment Mgmt Fees | $182,602 |
BARON CAPITAL MANAGEMENT4 years Filed as: BARON CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3390015 767 FIFTH AVENUE, 49TH FL. · NEW YORK, NY 10153 | Investment Mgmt Fees | $115,775 |
CHEIRON6 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 201 LOMAS SANTA FE, SUITE 400 · SOLANA BEACH, CA 92075 | Actuarial | $101,440 |
NEW ENGLAND PENSION CONSULTANTS8+ years Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $75,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 100012402 | Insurance Commissions | $60,024 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 111 WEST MONROE ST. 3E · CHICAGO, IL 60603 | Securities Custodian | $54,317 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.23% | 7.95%-1.7pp | 20.18%-13.9pp | 9.11%-2.9pp |
| Employer contribution / active EE | $20,547 | $14,684+39.9% | $29,108-29.4% | $12,231+68.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |