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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $821,100 |
SLEVIN & HART, P.C.7+ years Service code 29 · EIN 52-1078613 | Legal | $207,674 |
CROW HOLDINGS CAPITAL1 year Filed as: CROW HOLDINGS REALTY PTNRS VIII, LP Service code 28 · EIN 36-4853392 | Investment Management | $187,356 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $132,003 |
Filed as: CONSTITUTION CAPITAL EQUITY PARTNER Service code 28 · EIN 74-3246212 | Investment Management | $121,320 |
MEKETA INVESTMENT GROUP7+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $115,000 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $100,461 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $96,299 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $55,000 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $51,820 |
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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 | $202,277-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 15.16% | 19.39%-4.2pp | 8.88%+6.3pp | 19.39%-4.2pp |
| Employer contribution / active EE | $4,297 | $8,446-49.1% | $42,607-89.9% | $8,446-49.1% |
| Participant deferral / active EE | $0 | $353-100.0% | $94-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $2,086-100.0% | - |