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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $642,408 |
SLEVIN & HART, P.C.4+ years Service code 29 · EIN 52-1078613 | Legal | $174,065 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $125,975 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $105,230 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $100,000 |
Filed as: BNY- MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $96,969 |
DODGE & COX4+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $83,429 |
RAAB, STURM & GANCHROW, LLP2 years Service code 29 · EIN 13-1566077 | Legal | $69,977 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $56,221 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 45-6138589 | Investment Management | $54,619 |
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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 | $157,995-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | -4.96% | 73.13%-78.1pp | 83.75%-88.7pp | 73.13%-78.1pp |
| Employer contribution / active EE | $3,645 | $8,421-56.7% | $41,592-91.2% | $8,421-56.7% |
| Participant deferral / active EE | $0 | $293-100.0% | $77-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $678-100.0% | - |