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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN1+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $246,418 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSET MANAGMENT Service code 28 · EIN 23-2772200 | Investment Management | $160,965 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $155,515 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $154,618 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $149,482 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $106,263 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $64,000 |
DUANE MORRIS LLP1+ years Filed as: DUANE EXLINE Service code 30 · EIN 51-6034597 | Employee (plan) | $58,006 |
LUCILA DUARTE1+ years Service code 30 · EIN 51-6034597 | Employee (plan) | $56,444 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BEEMAN Service code 14 · EIN 51-6034597 | Plan Administrator | $45,150 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 52.19% | -0.09%+52.3pp | -0.81%+53.0pp | 1.67%+50.5pp |
| Employer contribution / active EE | $21,574 | $11,440+88.6% | $38,425-43.9% | $10,506+105.4% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |