| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $6,688,279 |
GEORGIAN PARTNERS2 years Service code 28 | Investment Management | $1,920,574 |
AON CONSULTING6 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $1,488,309 |
NEPC, LLC7+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,386,019 |
NEUMEIER POMA INVESTMENT COUNSEL7+ years Service code 28 · EIN 77-0444891 | Investment Management | $1,118,778 |
Service code 28 · EIN 45-3056700 | Investment Management | $818,992 |
VITECH SYSTEMS GROUP1 year Filed as: VITECH SYSTEMS SUB, LLC Service code 49 · EIN 13-3785492 | Other Services | $815,618 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $782,437 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP. Service code 21 · EIN 94-3112180 | Bank Trustee | $724,315 |
ARTISAN PARTNERS4 years Filed as: ARTISAN PARTNERS, L.P. Service code 28 · EIN 30-0551775 | Investment Management | $588,019 |
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 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | 9.49% | 23.41%-13.9pp | -11.06%+20.5pp | 23.41%-13.9pp |
| Employer contribution / active EE | $109,911 | $12,650+768.9% | $55,362+98.5% | $12,650+768.9% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |