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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 11-3786306 | Investment Management | $253,974 |
AMERICAN REALTY ADVISORS9 years Service code 28 · EIN 33-0123114 | Investment Management | $196,515 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $124,800 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $113,068 |
SEI INVESTMENTS10+ years Filed as: COOKE & BIELER, L.P. Service code 51 · EIN 23-3082822 | Investment Mgmt Fees | $105,350 |
FIRST EAGLE1 year Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $92,681 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $90,123 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 19 · EIN 58-2432390 | Securities Custodian | $85,000 |
FABIAN & BYRN LLC1 year Service code 13 · EIN 25-1914887 | Contract Administrator | $82,443 |
Filed as: HARDMAN JOHNSTON GLOBAL ADV Service code 28 · EIN 13-3257590 | Investment Management | $70,132 |
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Participant contribution per participant 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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.43% | 8.51%-0.1pp | 10.52%-2.1pp | 8.76%-0.3pp |
| Employer contribution / active EE | $14,535 | $16,216-10.4% | $26,749-45.7% | $16,650-12.7% |
| Participant deferral / active EE | $2,712 | $1,181+129.7% | $122+2128.6% | $948+186.1% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |