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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Service code 14 · EIN 39-2348134 | Plan Administrator | $329,501 |
HAMILTON LANE ADVISORS, LLC3 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $212,319 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $209,393 |
DECARLO & SHANLEY3 years Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $134,519 |
DELAWARE INVESTMENTS5+ years Filed as: MACQUARIE INFRASTRUCTURE Service code 28 · EIN 20-5851123 | Investment Management | $127,591 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $127,003 |
ALAN BILLER & ASSOCIATES5+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $95,174 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $74,882 |
COMERICA BANK5+ years Filed as: COMERICA Service code 19 · EIN 51-6091982 | Securities Custodian | $52,746 |
LS INVESTMENT ADVISORS5+ years Service code 28 · EIN 26-2620361 | Investment Management | $49,772 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 16.11% | 14.29%+1.8pp | 14.64%+1.5pp | 21.83%-5.7pp |
| Employer contribution / active EE | $4,892 | $12,083-59.5% | $41,831-88.3% | $12,237-60.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |