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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Service code 14 · EIN 39-2348134 | Plan Administrator | $336,281 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $266,389 |
HAMILTON LANE ADVISORS, LLC4 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $219,309 |
DELAWARE INVESTMENTS6+ years Filed as: MACQUARIE INFRASTRUCTURE Service code 28 · EIN 20-5851123 | Investment Management | $162,398 |
BLACKSTONE2 years Filed as: BLACKSTONE GROUP Service code 28 · EIN 83-3025827 | Investment Management | $135,202 |
DECARLO & SHANLEY4 years Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $126,132 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $124,130 |
ALAN BILLER & ASSOCIATES6+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $120,000 |
COMERICA BANK6+ years Filed as: COMERICA Service code 19 · EIN 51-6091982 | Securities Custodian | $46,794 |
BLACKROCK6+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $40,971 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.18% | 9.48%+2.7pp | 9.52%+2.7pp | 12.86%-0.7pp |
| Employer contribution / active EE | $3,016 | $12,808-76.5% | $41,951-92.8% | $13,687-78.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |