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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC1 year Service code 27 · EIN 20-1164360 | Advisory (Plan) | $369,545 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $55,114 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $45,614 |
Filed as: MCGRANN SHEA Service code 29 · EIN 41-1654544 | Legal | $20,181 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $19,000 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $12,021 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.07% | 11.78%+1.3pp | 8.32%+4.7pp | 23.90%-10.8pp |
| Employer contribution / active EE | $12,492 | $11,309+10.5% | $30,793-59.4% | $16,539-24.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |