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| Provider | Service type | Compensation |
|---|---|---|
NYHART7+ years Service code 11 · EIN 35-0966414 | Actuarial | $725,670 |
Service code 28 · EIN 13-4064414 | Investment Management | $147,714 |
OXFORD FINANCIAL GROUP, LTD7+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $136,865 |
BAKER & HOSTETLER LLP7+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $125,413 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $99,503 |
BKD, LLP7+ years Service code 10 · EIN 44-0160260 | Accounting | $20,335 |
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 | $444,552-100.0% | $433,529-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 22.9%-22.9pp | 3.7%-3.7pp |
| Annual return | 9.53% | 15.63%-6.1pp | 12.74%-3.2pp | 15.63%-6.1pp |
| Employer contribution / active EE | $3,392 | $11,476-70.4% | $33,332-89.8% | $11,476-70.4% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $157-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,396-100.0% | $429-100.0% |