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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $992,023 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $130,000 |
BREDHOFF & KAISER7 years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $124,320 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $89,203 |
SCHULTHEIS & PANETTIERI, LLP2 years Service code 10 · EIN 13-1577780 | Accounting | $63,916 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 31-1582098 | Actuarial | $59,000 |
Service code 36 · EIN 27-0771521 | Direct payment from the plan; Copying... | $57,815 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $50,118 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $37,500 |
BEACON HILL1 year Filed as: BEACON HILL STAFFING, LLC Service code 49 123 BOWDOIN ST · BOSTON, MA 02108 | Other Services | $31,236 |
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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 | $163,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.9%-15.9pp | 0.0%0pp |
| Annual return | 10.00% | 13.18%-3.2pp | 9.36%+0.6pp | 13.18%-3.2pp |
| Employer contribution / active EE | $899 | $8,469-89.4% | $31,270-97.1% | $8,469-89.4% |
| Participant deferral / active EE | $0 | $322-100.0% | $263-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $9,460-100.0% | - |