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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1928058 | Actuarial | $112,840 |
FUND EMPLOYEE7+ years Service code 30 · EIN 51-6090208 | Employee (plan); Direct payment from ... | $82,818 |
MEKETA INVESTMENT GROUP3 years Service code 28 · EIN 04-2659023 | Investment Management | $60,739 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $22,429 |
REID & RIEGE, P.C.6 years Service code 29 · EIN 06-0867204 | Legal | $17,826 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1647393 | Securities Custodian | $13,475 |
HARBOURVEST PARTNERS LP2 years Filed as: HARBOURVEST PARTNERS, LLC Service code 28 · EIN 04-3335829 | Investment Management | $0 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -11.74% | -6.78%-5.0pp | -5.85%-5.9pp | 39.77%-51.5pp |
| Employer contribution / active EE | $18,638 | $13,335+39.8% | $31,839-41.5% | $19,959-6.6% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |