| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $5,579,922 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,555,229 |
NEPC, LLC8+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,359,551 |
NEUMEIER POMA INVESTMENT COUNSEL8+ years Service code 28 · EIN 77-0444891 | Investment Management | $944,533 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $832,538 |
Service code 28 · EIN 45-3056700 | Investment Management | $734,300 |
VITECH SYSTEMS GROUP2 years Filed as: VITECH SYSTEMS SUB, LLC Service code 49 · EIN 13-3785492 | Other Services | $654,262 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP. Service code 21 · EIN 94-3112180 | Bank Trustee | $584,411 |
Service code 22 · EIN 52-0555835 | Insurance Broker | $581,921 |
RDA CORPORATION2 years Filed as: RDA COMPANY, LLC Service code 49 · EIN 51-0307421 | Other Services | $533,081 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $339,002-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 39.1%-39.1pp | 2.2%-2.2pp |
| Annual return | 3.15% | 9.11%-6.0pp | 12.78%-9.6pp | 9.11%-6.0pp |
| Employer contribution / active EE | $156,319 | $12,231+1178.0% | $44,816+248.8% | $12,231+1178.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $33-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,002-100.0% | $125-100.0% |