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| Provider | Service type | Compensation |
|---|---|---|
CICH & WTF10+ years Service code 13 · EIN 37-1117215 | Contract Administrator | $139,197 |
MARQUETTE ASSOCIATES3 years Service code 16 · EIN 36-3485298 | Consulting | $90,000 |
GARCIA HAMILTON & ASSOCIATES6 years Filed as: GARCIA HAMILTON & ASSOCIATES, LP Service code 28 · EIN 76-0589652 | Investment Management | $49,155 |
REGIONS BANK3 years Service code 19 · EIN 63-0371391 | Securities Custodian | $26,455 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $19,518 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 | Legal | $18,810 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES, LL Service code 28 · EIN 20-0292745 | Investment Management | $16,298 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $16,000 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $15,217 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $5,055 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,053 | $98,776-68.6% | $119,126-73.9% | $89,670-65.4% |
| Participation rate | 98.5% | 83.1%+15.4pp | 75.8%+22.7pp | 71.2%+27.3pp |
| Annual return | 9.55% | 9.25%+0.3pp | 282.11%-272.6pp | 19.66%-10.1pp |
| Employer contribution / active EE | $5,804 | $5,8020% | $4,034+43.9% | $4,041+43.6% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $72 | $230-68.7% | $10,693-99.3% | $352-79.5% |