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| Provider | Service type | Compensation |
|---|---|---|
ROGER GROVER6+ years Service code 30 · EIN 22-1929328 | Direct payment from the plan; Employe... | $102,265 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 52 · EIN 33-0123114 | Indirect Investment Fees | $57,594 |
Service code 15 · EIN 22-1804923 | Recordkeeping | $57,328 |
JFL INT'L EQUITY FUND6+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $52,536 |
HAMILTON LANE ADVISORS, LLC5 years Filed as: HAMILTON LANE PRIVATE OFFSHORE FUND Service code 52 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $51,540 |
TRILOGY CAPITAL INC5 years Filed as: TRILOGY PARTNERS Service code 10 301 OXFORD VALLEY ROAD · YARDLEY, PA 19067 | Accounting | $47,800 |
DAHAB ASSOCIATES6+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $28,746 |
RICHARD GABRIEL ASSOCIATES6+ years Filed as: RICHARD GABRIEL & ASSOCIATES Service code 11 · EIN 23-2279176 | Actuarial | $23,925 |
WELLINGTON TRUST COMPANY3 years Service code 52 · EIN 27-1593162 | Indirect Investment Fees | $22,392 |
GARCIA HAMILTON & ASSOCIATES6+ years Filed as: GARCIA HAMILTON Service code 52 1401 MCKINNEY · HOUSTON, TX 77010 | Indirect Investment Fees | $20,735 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 10.64% | 9.58%+1.1pp | 9.52%+1.1pp | 11.45%-0.8pp |
| Employer contribution / active EE | $3,189 | $21,155-84.9% | $41,951-92.4% | $17,219-81.5% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |