| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $5,089,973 |
AON CONSULTING5 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $2,294,987 |
NEPC, LLC6+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,263,427 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS, L.P. Service code 28 · EIN 30-0551775 | Investment Management | $1,078,924 |
GEORGIAN PARTNERS1 year Service code 28 | Investment Management | $932,375 |
VITECH SYSTEMS GROUP6+ years Filed as: VITECH SYSTEMS GROUP, INC. Service code 49 · EIN 13-3785492 | Other Services | $931,151 |
NEUMEIER POMA INVESTMENT COUNSEL6+ years Service code 28 · EIN 77-0444891 | Investment Management | $870,530 |
Filed as: AXIOM INVESTORS, LLC Service code 28 · EIN 64-0963574 | Investment Management | $778,387 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP. Service code 28 · EIN 94-3112180 | Investment Management | $772,532 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $733,105 |
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 | $444,552-100.0% | $439,512-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 26.8%-26.8pp | 3.7%-3.7pp |
| Annual return | 27.67% | 15.63%+12.0pp | 9.07%+18.6pp | 15.63%+12.0pp |
| Employer contribution / active EE | $86,443 | $11,476+653.3% | $46,116+87.4% | $11,476+653.3% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $147,323-100.0% | $429-100.0% |