| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 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 | $456,338 |
RUBINBROWN LLP8 years Service code 10 · EIN 43-0765316 10801 W CHARLESTON BLVD SUITE 300 · LAS VEGAS, NV 89135 | Accounting | $371,910 |
Service code 29 · EIN 26-1367865 100 NORTH CITY PARKWAY, SUITE 1600 · LAS VEGAS, NV 891064614 | Legal | $332,598 |
BENESYS, INC.9+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Contract Administrator | $241,220 |
NIS5 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 | $195,143 |
BARON CAPITAL MANAGEMENT5 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 | $180,427 |
CHEIRON7 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 201 LOMAS SANTA FE, SUITE 400 · SOLANA BEACH, CA 92075 | Actuarial | $92,595 |
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 27 · EIN 26-1429809 225 FRANKLIN STREET, 29TH FLOOR · BOSTON, MA 02110 | Advisory (Plan) | $75,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 100012402 | Insurance Commissions | $63,091 |
Filed as: MIDWEST INSTITUTIONAL TRUST SERVICE Service code 19 · EIN 36-2085229 5901 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Securities Custodian | $39,187 |
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 | 8.28% | 10.33%-2.1pp | 8.10%+0.2pp | 9.30%-1.0pp |
| Employer contribution / active EE | $17,595 | $14,972+17.5% | $28,649-38.6% | $12,551+40.2% |
| 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% | - |