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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $957,574 |
Service code 10 · EIN 13-1577780 | Accounting | $135,162 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $130,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $72,018 |
Filed as: CBIZ BENEFITS AND INS SERVICES, INC Service code 11 · EIN 31-1582098 | Actuarial | $57,000 |
Service code 36 · EIN 06-1648637 | Copying and duplicating; Direct payme... | $56,159 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $48,000 |
THE SEGAL COMPANY5 years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $46,607 |
BREDHOFF & KAISER3 years Filed as: BREDHOFF KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $24,239 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE Service code 18 · EIN 13-4994650 | Other fees; Custodial (other than sec... | $23,264 |
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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 | $1,469,698-100.0% | $748,470-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -9.05% | 7.68%-16.7pp | 0.46%-9.5pp | 7.68%-16.7pp |
| Employer contribution / active EE | $866 | $9,142-90.5% | $35,480-97.6% | $9,142-90.5% |
| Participant deferral / active EE | $0 | $462-100.0% | $231-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $29,938-100.0% | $19,323-100.0% |