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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1928058 | Actuarial | $83,121 |
FUND EMPLOYEE9+ years Service code 28 · EIN 51-6090208 | Investment Management | $72,676 |
MEKETA INVESTMENT GROUP5 years Service code 28 · EIN 04-2659023 | Investment Management | $69,831 |
HARBOURVEST PARTNERS LP4 years Filed as: HARBOURVEST PARTNERS, LLC Service code 28 · EIN 04-3335829 | Investment Management | $27,565 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $27,290 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $23,599 |
REID & RIEGE, P.C.8 years Service code 29 · EIN 06-0867204 | Legal | $18,015 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1520346 | Securities Custodian | $13,400 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 7.93% | 11.01%-3.1pp | 8.10%-0.2pp | 7.65%+0.3pp |
| Employer contribution / active EE | $17,228 | $13,413+28.4% | $28,649-39.9% | $20,582-16.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |