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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $1,009,513 |
SLEVIN & HART, P.C.8+ years Service code 29 · EIN 52-1078613 | Legal | $158,465 |
Filed as: CONSTITUTION CAPITAL EQUITY PARTNER Service code 28 · EIN 74-3246212 | Investment Management | $136,405 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $124,054 |
Service code 28 · EIN 37-6553761 | Investment Management | $123,725 |
MEKETA INVESTMENT GROUP8+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $115,750 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $110,576 |
RAAB, STURM & GANCHROW, LLP6 years Service code 29 · EIN 13-1566077 | Legal | $93,724 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $87,455 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $74,097 |
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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 | $104,068-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -11.65% | -14.80%+3.1pp | -10.12%-1.5pp | -14.80%+3.1pp |
| Employer contribution / active EE | $4,740 | $8,996-47.3% | $47,166-90.0% | $8,996-47.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $492-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $4,025-100.0% | - |