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| Provider | Service type | Compensation |
|---|---|---|
KUTAK ROCK LLP10+ years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $94,473 |
FIRST NATIONAL CORPORATION10+ years Filed as: FIRST NATIONAL Service code 28 · EIN 47-0259043 | Investment Management | $92,039 |
LUTZ & COMPANY, PC10+ years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $70,850 |
COTTONWOOD ADVISORS, LLC10+ years Filed as: COTTONWOOD ADVISORS Service code 27 · EIN 20-4591722 | Advisory (Plan) | $69,913 |
HARRISON STREET2 years Filed as: HARRISON STREET REAL ESTATE CAPITAL Service code 28 444 W LAKE STREET · CHICAGO, IL 60606 | Investment Management | $57,996 |
LSV ASSET MANAGEMENT9 years Service code 28 · EIN 20-0726879 | Investment Management | $56,057 |
BROOKFIELD2 years Filed as: BROOKFIELD SUPERCORE INFRASTRUCTURE Service code 28 250 VESEY STREET, 15TH FLOOR · NEW YORK, NY 10281 | Investment Management | $50,099 |
Service code 11 1501 BROADWAY · NEW YORK, NY 10036 | Actuarial | $45,184 |
Service code 28 333 SOUTH GRAND AVE., 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $44,179 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 4.51% | 8.65%-4.1pp | 9.03%-4.5pp | 10.20%-5.7pp |
| Employer contribution / active EE | $7,470 | $14,388-48.1% | $26,284-71.6% | $15,145-50.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |