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| Provider | Service type | Compensation |
|---|---|---|
NYHART8+ years Service code 11 · EIN 35-0966414 | Actuarial | $809,132 |
Service code 28 · EIN 13-4064414 | Investment Management | $190,304 |
OXFORD FINANCIAL GROUP, LTD8+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $123,935 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $121,403 |
BAKER & HOSTETLER LLP8+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $96,846 |
BKD, LLP8+ years Service code 10 · EIN 44-0160260 | Accounting | $23,390 |
Service code 17 · EIN 41-0365145 | Pension Consulting | $7,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,456,633-100.0% | $235,493-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 24.6%-24.6pp | 1.5%-1.5pp |
| Annual return | -12.31% | 23.41%-35.7pp | -6.07%-6.2pp | 23.41%-35.7pp |
| Employer contribution / active EE | $3,608 | $12,650-71.5% | $37,389-90.3% | $12,650-71.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $182-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $12,327-100.0% | $14,884-100.0% |