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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $1,017,807 |
DWS FUNDS1 year Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $218,820 |
Filed as: CONSTITUTION CAPITAL EQUITY PTNRS Service code 28 · EIN 74-3246212 | Investment Management | $206,432 |
SLEVIN & HART, P.C.9+ years Service code 29 · EIN 52-1078613 | Legal | $162,837 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $131,395 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCES, INC. Service code 22 · EIN 46-0619194 | Insurance Broker | $124,369 |
MEKETA INVESTMENT GROUP9+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $119,583 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $118,369 |
GOLDMAN SACHS5 years Filed as: CROW HOLDINGS CAPITAL PARTNERS, LLC Service code 28 · EIN 27-4077052 | Investment Management | $93,161 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $91,663 |
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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 | $337,745-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 0.0%0pp |
| Annual return | 10.14% | 33.11%-23.0pp | 9.57%+0.6pp | 33.11%-23.0pp |
| Employer contribution / active EE | $4,712 | $9,000-47.6% | $39,814-88.2% | $9,000-47.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $46-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $352,588-100.0% | - |