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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $1,001,249 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $130,000 |
BREDHOFF & KAISER2 years Filed as: BREDHOFF KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $100,020 |
Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $83,574 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $81,811 |
Service code 36 · EIN 06-1648637 | Copying and duplicating; Direct payme... | $79,533 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $59,742 |
Filed as: CBIZ BENEFITS AND INS SERVICES, INC Service code 11 · EIN 31-1582098 | Actuarial | $58,000 |
THE SEGAL COMPANY4 years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $42,587 |
CONTEMPORARIES, INC.1 year Service code 49 10 POST OFFICE SQUARE · SOUTH BOSTON, MA 02109 | Other Services | $21,338 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $151,098-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.0%0pp |
| Annual return | 13.89% | 13.51%+0.4pp | 11.31%+2.6pp | 13.51%+0.4pp |
| Employer contribution / active EE | $1,349 | $8,170-83.5% | $35,729-96.2% | $8,170-83.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $237-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $20,124-100.0% | - |