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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON LANE ADVISORS, LLC6 years Filed as: HAMILTON LANE PRIVATE OFFSHORE FUND Service code 52 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $131,832 |
ROGER GROVER7+ years Service code 30 · EIN 22-1929328 | Employee (plan); Direct payment from ... | $103,548 |
Service code 15 · EIN 22-1804923 | Recordkeeping | $75,067 |
JFL INT'L EQUITY FUND7+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $64,382 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 52 · EIN 33-0123114 | Indirect Investment Fees | $61,458 |
TRILOGY CAPITAL INC6 years Filed as: TRILOGY PARTNERS Service code 10 301 OXFORD VALLEY ROAD · YARDLEY, PA 19067 | Accounting | $44,750 |
Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 ONE RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $42,683 |
DAHAB ASSOCIATES7+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $32,734 |
WELLINGTON TRUST COMPANY4 years Service code 52 · EIN 27-1593162 | Indirect Investment Fees | $26,451 |
RICHARD GABRIEL ASSOCIATES7+ years Filed as: RICHARD GABRIEL & ASSOCIATES Service code 11 · EIN 23-2279176 | Actuarial | $23,100 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 13.81% | 16.75%-2.9pp | 14.84%-1.0pp | 13.24%+0.6pp |
| Employer contribution / active EE | $4,269 | $16,291-73.8% | $37,950-88.8% | $14,616-70.8% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |