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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $635,290 |
SLEVIN & HART, P.C.5+ years Service code 29 · EIN 52-1078613 | Legal | $176,165 |
GOLDMAN SACHS1 year Filed as: CROW HOLDINGS CAPITAL PARTNERS, LLC Service code 50 · EIN 27-4077052 | Direct Payment | $149,936 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC, Service code 27 · EIN 04-2659023 | Advisory (Plan) | $102,499 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $90,615 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $86,083 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $80,000 |
RAAB, STURM & GANCHROW, LLP3 years Service code 29 · EIN 13-1566077 | Legal | $63,868 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $62,305 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 45-6138589 | Investment Management | $59,873 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $192,455-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 17.52% | 1023.85%-1006.3pp | 50.81%-33.3pp | 1023.85%-1006.3pp |
| Employer contribution / active EE | $3,805 | $11,605-67.2% | $42,739-91.1% | $11,605-67.2% |
| Participant deferral / active EE | $0 | $275-100.0% | $90-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,268-100.0% | - |