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| Provider | Service type | Compensation |
|---|---|---|
HARTMAN & ASSOCIATES3+ years Filed as: HARTMAN & ASSOCIATES, INC. Service code 11 · EIN 38-3951802 | Actuarial | $27,719 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $22,583 |
FRANK J BAKER & COMPANY, LTD3+ years Filed as: FRANK J BAKER & COMPANY, LTD. Service code 10 · EIN 36-3086616 | Accounting | $15,500 |
LANIER MUCHIN LTD3+ years Service code 29 · EIN 36-3088463 | Legal | $9,045 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 11.06% | 11.14%-0.1pp | 16.78%-5.7pp | 10.41%+0.6pp |
| Employer contribution / active EE | $4,401 | $14,043-68.7% | $26,328-83.3% | $14,691-70.0% |
| Participant deferral / active EE | $2,497 | $91+2635.1% | $97+2485.2% | $58+4190.7% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |