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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $262,259 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENT MGMT CORP Service code 28 · EIN 06-1271230 | Investment Management | $125,579 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1928058 | Actuarial | $68,513 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $67,973 |
SCHULTHEIS & PANETTIERI, LLP2+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $44,358 |
BOND BROTHERS2+ years Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $42,000 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO FIDUCIARY SERVICES Service code 28 · EIN 36-3555078 | Investment Management | $27,500 |
HAMILTON LANE ADVISORS, LLC2+ years Service code 28 · EIN 23-2962336 | Investment Management | $24,299 |
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS INC. Service code 14 · EIN 06-0811449 | Plan Administrator | $21,230 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
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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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 5.84% | 9.19%-3.3pp | 2.89%+3.0pp | 9.19%-3.3pp |
| Employer contribution / active EE | $2,291 | $12,608-81.8% | $39,831-94.2% | $12,608-81.8% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |