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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $702,257 |
SLEVIN & HART, P.C.2+ years Service code 29 · EIN 52-1078613 | Legal | $326,408 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $117,625 |
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $100,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY - MELLON Service code 18 · EIN 13-5160382 | Float revenue; Direct payment from th... | $79,739 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $79,623 |
Filed as: H&H FINANCIAL PRINTING Service code 36 · EIN 06-1648637 | Copying and duplicating; Direct payme... | $76,954 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $71,772 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $61,336 |
WHITESTAR ADVISORS, LLC2+ years Filed as: WHITE STAR ADVISORS, L L C Service code 28 · EIN 03-0496641 | Investment Management | $58,934 |
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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 | $57,821-100.0% | $176,816-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 39.2%-39.2pp | 5.5%-5.5pp |
| Annual return | 4.41% | 5.86%-1.5pp | 2.89%+1.5pp | 5.86%-1.5pp |
| Employer contribution / active EE | $3,536 | $10,137-65.1% | $39,831-91.1% | $10,137-65.1% |
| Participant deferral / active EE | $0 | $492-100.0% | $99-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $478-100.0% | $387-100.0% |