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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $722,864 |
SLEVIN & HART, P.C.1+ years Service code 29 · EIN 52-1078613 | Legal | $294,005 |
WHITESTAR ADVISORS, LLC1+ years Filed as: WHITE STAR ADVISORS, L L C Service code 28 · EIN 03-0496641 | Investment Management | $213,456 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $109,825 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $100,000 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $93,011 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY - MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $79,735 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $76,130 |
BOND BROTHERS1+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $48,000 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $45,745 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $219,249-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | -1.10% | 3.11%-4.2pp | 1.50%-2.6pp | 3.11%-4.2pp |
| Employer contribution / active EE | $3,525 | $9,361-62.3% | $37,746-90.7% | $9,361-62.3% |
| Participant deferral / active EE | $0 | $375-100.0% | $87-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |