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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $125,246 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $92,129 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP Service code 28 1110 SANTA MONICA BLVD, STE 2000 · LOS ANGELES, CA 90025 | Investment Management | $91,867 |
JACKIE CURLEE3 years Service code 30 · EIN 43-0727853 | Employee (plan) | $74,637 |
ROCKWOOD CAPITAL ADVISORS4+ years Service code 28 · EIN 43-1775815 | Investment Management | $58,037 |
BUFFI GASS4+ years Service code 14 · EIN 43-0727853 | Plan Administrator | $55,983 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $46,025 |
EKON BENEFITS4+ years Service code 11 · EIN 43-1317863 | Actuarial | $45,263 |
SCHUCHAT, COOK & WERNER2 years Filed as: SCHUCAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $43,932 |
CONNER ASH, P.C.1 year Filed as: CONNER ASH Service code 10 · EIN 43-1012822 | Accounting | $42,184 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.15% | 2.02%-7.2pp | -752.26%+747.1pp | 33.37%-38.5pp |
| Employer contribution / active EE | $13,809 | $12,422+11.2% | $31,802-56.6% | $11,253+22.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |