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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 · EIN 39-2348134 | Plan Administrator | $327,244 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $212,198 |
HAMILTON LANE ADVISORS, LLC2 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $203,022 |
DELAWARE INVESTMENTS4+ years Filed as: MACQUARIE INFRASTRUCTURE Service code 28 · EIN 20-5851123 | Investment Management | $199,085 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $137,592 |
RELATED UBC OPPORTUNITY FUND2 years Service code 28 · EIN 27-0935988 | Investment Management | $130,674 |
DECARLO & SHANLEY2 years Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $93,896 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $92,108 |
ALAN BILLER & ASSOCIATES4+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $77,124 |
COMERICA BANK4+ years Filed as: COMERICA Service code 19 · EIN 51-6091982 | Securities Custodian | $47,263 |
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Employer contribution per participant 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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -0.16% | -0.94%+0.8pp | -2.18%+2.0pp | 33.37%-33.5pp |
| Employer contribution / active EE | $4,276 | $12,464-65.7% | $38,751-89.0% | $11,253-62.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |