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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $756,234 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $133,489 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $130,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INS SERVICES, INC Service code 22 · EIN 46-0619194 | Insurance Broker | $82,677 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $56,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $53,400 |
SCHULTHEIS & PANETTIERI, LLP3 years Service code 10 · EIN 13-1577780 | Accounting | $50,611 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $32,000 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE Service code 49 · EIN 13-2633612 | Other Services | $22,485 |
Service code 36 · EIN 27-0771521 | Copying and duplicating; Direct payme... | $22,367 |
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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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 7.79% | 8.85%-1.1pp | 8.34%-0.5pp | 8.85%-1.1pp |
| Employer contribution / active EE | $970 | $8,529-88.6% | $30,790-96.9% | $8,529-88.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $252-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |