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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $277,386 |
GARDNER LEWIS2+ years Service code 28 · EIN 23-2778393 | Investment Management | $104,225 |
TRICON XI B LP1 year Filed as: TRICON CAPITAL Service code 27 · EIN 46-3560265 | Advisory (Plan) | $85,650 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $72,500 |
KOVITZ INVESTMENT GROUP1 year Service code 28 · EIN 91-2198169 | Investment Management | $67,347 |
Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $50,995 |
Filed as: TIC INTERNATIONAL CORP Service code 14 · EIN 13-2600875 | Plan Administrator | $48,672 |
Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $44,920 |
Service code 28 3 EMBARCADERO CENTER, SUITE 550 · SAN FRANCISCO, CA 94111 | Investment Management | $29,863 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 27 · EIN 68-0370668 | Advisory (Plan) | $19,139 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.79% | 13.03%+0.8pp | 10.36%+3.4pp | 23.90%-10.1pp |
| Employer contribution / active EE | $9,552 | $15,779-39.5% | $37,738-74.7% | $16,539-42.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |