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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SANDS CAPITAL MANAGEMENT,LLC Service code 28 · EIN 20-2830751 | Investment Management | $250,745 |
HARRIS2+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $229,918 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $221,851 |
CYGAN HAYES LTD.1 year Filed as: CYGAN HAYES, LTD. Service code 10 · EIN 36-3332152 | Accounting | $99,666 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL GROUP,INC. Service code 11 · EIN 13-1975125 | Actuarial | $81,041 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 19 P.O. BOX 755 · CHICAGO, IL 60690 | Securities Custodian | $48,722 |
TERRY A ROCCO1 year Service code 14 · EIN 36-6122163 | Plan Administrator | $48,561 |
Service code 28 1130 AVE OF AMERICAS 38FL · NEW YORK, NY 10019 | Investment Management | $48,183 |
PRASAD I ELAMANA1 year Service code 30 · EIN 36-6122163 | Employee (plan) | $46,494 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN,LTD. Service code 29 · EIN 36-2744057 | Legal | $24,865 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.07% | 12.33%+1.7pp | 8.32%+5.7pp | 17.84%-3.8pp |
| Employer contribution / active EE | $9,614 | $11,641-17.4% | $30,793-68.8% | $14,688-34.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |