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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $238,332 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO FIDUCIARY SERVICES Service code 28 · EIN 36-3555078 | Investment Management | $110,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1928058 | Actuarial | $82,728 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $67,930 |
BOND BROTHERS1+ years Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $42,000 |
SCHULTHEIS & PANETTIERI, LLP1+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $27,256 |
AMERICAN REALTY ADVISORS1+ years Service code 18 · EIN 33-0123114 | Custodial (other than securities); In... | $25,660 |
HAMILTON LANE ADVISORS, LLC1+ years Service code 28 · EIN 23-2962336 | Investment Management | $24,533 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS INC. Service code 14 · EIN 06-0811449 | Plan Administrator | $19,412 |
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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 | $14,096,330-100.0% | $219,249-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | -1.58% | 1.67%-3.3pp | 1.50%-3.1pp | 1.67%-3.3pp |
| Employer contribution / active EE | $1,591 | $10,506-84.9% | $37,746-95.8% | $10,506-84.9% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $87-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $0 | $66,276-100.0% |