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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON LANE ADVISORS, LLC9 years Filed as: HAMILTON LANE PRIVATE OFFSHORE FUND Service code 52 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $78,960 |
JFL INT'L EQUITY FUND10+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $69,317 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRN, LLC Service code 12 425 EAGLE ROCK AVE · ROSELAND, NJ 07068 | Direct payment from the plan; Claims ... | $62,500 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 52 · EIN 33-0123114 | Indirect Investment Fees | $49,745 |
HAELE & FLANAGAN CO. P.C.3 years Filed as: HAEFELE, FLANAGAN AND CO. Service code 10 · EIN 22-3008776 | Accounting | $49,600 |
RAE GROUP LLC3 years Filed as: RAE GROUP, LLC Service code 11 · EIN 83-4646394 | Actuarial | $35,500 |
EAST POINT DATA7 years Service code 16 · EIN 22-3123583 | Consulting | $34,575 |
DAHAB ASSOCIATES10+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $30,054 |
LAUREN TESTA1 year Filed as: LAUREN ROBINSON Service code 30 · EIN 22-1929328 | Employee (plan); Direct payment from ... | $28,777 |
GARCIA HAMILTON & ASSOCIATES10+ years Filed as: GARCIA HAMILTON Service code 52 1401 MCKINNEY · HOUSTON, TX 77010 | Indirect Investment Fees | $27,997 |
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Employer 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 | 7.34% | 8.51%-1.2pp | 10.53%-3.2pp | 8.76%-1.4pp |
| Employer contribution / active EE | $4,735 | $16,216-70.8% | $26,797-82.3% | $16,664-71.6% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |