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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $296,196 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $141,786 |
TIC INTERNATIONAL CORPORATION7+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $138,086 |
MEKETA INVESTMENT GROUP7+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
WILLIAMS MCCARTHY, LLP7+ years Service code 29 · EIN 20-5568874 | Legal | $104,340 |
DOLAN MCENIRY CAPITAL MANAGEMENT7+ years Service code 28 · EIN 36-4169967 | Investment Management | $75,357 |
Service code 13 · EIN 36-2265130 | Contract Administrator | $71,810 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $28,741 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $28,403 |
THE SEGAL COMPANY7+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $25,324 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,831 | $51,785-21.2% | $112,270-63.6% | $89,433-54.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -12.05% | -11.06%-1.0pp | 27.49%-39.5pp | -11.88%-0.2pp |
| Employer contribution / active EE | $2,591 | $3,782-31.5% | $3,635-28.7% | $3,021-14.2% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $94 | $102-7.1% | $6,411-98.5% | $79+18.8% |