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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $265,493 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENT MGMT CORP Service code 28 · EIN 06-1271230 | Investment Management | $207,200 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1928058 | Actuarial | $57,820 |
SCHULTHEIS & PANETTIERI, LLP3+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $34,176 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $32,500 |
BOND BROTHERS3+ years Filed as: BOND BEEBE Service code 10 · EIN 13-5381590 | Accounting | $29,333 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $27,193 |
HAMILTON LANE ADVISORS, LLC3+ years Service code 28 · EIN 23-2962336 | Investment Management | $25,039 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $14,667 |
Filed as: JPM CHASE BANK Service code 49 · EIN 13-4994650 | Other Services | $12,128 |
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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 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 13.12% | 17.84%-4.7pp | 7.90%+5.2pp | 17.84%-4.7pp |
| Employer contribution / active EE | $1,666 | $14,688-88.7% | $41,695-96.0% | $14,688-88.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |