| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 86-0785790 | Plan Administrator | $765,288 |
Service code 11 · EIN 26-1370698 | Actuarial | $652,649 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $457,886 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $318,504 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON INVT MGMT / WALTER SCOTT Service code 51 · EIN 13-5673135 | Investment Mgmt Fees | $300,344 |
MEKETA INVESTMENT GROUP8 years Service code 17 · EIN 04-2659023 | Pension Consulting | $180,000 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $162,499 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $140,398 |
SEYFARTH SHAW LLP9+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $88,815 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AM Service code 28 · EIN 22-1211670 | Investment Management | $80,691 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 9.94% | 33.11%-23.2pp | 14.20%-4.3pp | 33.11%-23.2pp |
| Employer contribution / active EE | $2,466 | $9,000-72.6% | $29,492-91.6% | $9,000-72.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $125-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |