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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $265,656 |
DOUG JOHNSTON3+ years Service code 20 · EIN 36-6489098 | Trustee (individual); Employee (plan) | $78,542 |
MILAN DIKLICH3+ years Service code 14 · EIN 36-6489098 | Plan Administrator | $77,086 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $75,465 |
WILLIAM BLAIR3+ years Filed as: WILLIAM MCINTYRE Service code 30 · EIN 36-6489098 | Employee (plan) | $74,777 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $60,968 |
MELODY NEYLAND3+ years Service code 30 · EIN 36-6489098 | Employee (plan) | $49,439 |
OGLETREE DEAKINS3+ years Filed as: OGLETREE, DEAKINS, NASH, SMOAK Service code 29 · EIN 57-1044820 | Legal | $47,529 |
Filed as: MELISSA FURTYO Service code 30 · EIN 36-6489098 | Employee (plan) | $34,758 |
DONNA MAGGIOLINO3+ years Filed as: DONNA REYES Service code 30 · EIN 36-6489098 | Employee (plan) | $33,187 |
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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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 8.12% | -1.27%+9.4pp | -0.67%+8.8pp | 33.37%-25.2pp |
| Employer contribution / active EE | $14,276 | $12,021+18.8% | $31,731-55.0% | $11,253+26.9% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |