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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON LANE ADVISORS, LLC5 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $266,834 |
BLACKSTONE3 years Filed as: BLACKSTONE GROUP Service code 28 · EIN 83-3025827 | Investment Management | $220,331 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $210,000 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $185,283 |
ALAN BILLER & ASSOCIATES7+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $140,000 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $125,938 |
DECARLO & SHANLEY5 years Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $113,938 |
GENERAL ATLANTIC1 year Service code 28 55 EAST 52ND ST, 33RD FLOOR · NEW YORK, NY 10055 | Investment Management | $106,004 |
Filed as: HEITMAN Service code 10 · EIN 85-4174675 | Accounting | $62,218 |
BLACKROCK7+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $52,036 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 13.56% | 12.07%+1.5pp | 8.95%+4.6pp | 15.63%-2.1pp |
| Employer contribution / active EE | $3,456 | $9,481-63.5% | $46,559-92.6% | $11,476-69.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |