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| Provider | Service type | Compensation |
|---|---|---|
NYHART6+ years Service code 11 · EIN 35-0966414 | Actuarial | $785,340 |
Service code 28 · EIN 13-4064414 | Investment Management | $176,329 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $122,180 |
OXFORD FINANCIAL GROUP, LTD6+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $118,251 |
BAKER & HOSTETLER LLP6+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $114,203 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $23,540 |
Service code 17 · EIN 41-0365145 | Pension Consulting | $7,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,083-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.8%-30.8pp | 0.0%0pp |
| Annual return | 12.44% | 12.86%-0.4pp | 5.50%+6.9pp | 12.86%-0.4pp |
| Employer contribution / active EE | $3,669 | $13,687-73.2% | $28,518-87.1% | $13,687-73.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $818-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $7,663-100.0% | - |