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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE4 years Filed as: BLACKSTONE GROUP Service code 28 · EIN 83-3025827 | Investment Management | $370,596 |
GERDING EDLEN1 year Service code 28 151 SW 1ST AVE SUITE 300 · PORTLAND, OR 97204 | Investment Management | $284,195 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $242,242 |
Filed as: MESA WEST Service code 28 11755 WILSHIRE BOULEVARD SUITE 2100 · LOS ANGELES, CA 90025 | Investment Management | $208,712 |
Filed as: HEITMAN Service code 10 · EIN 85-4174675 | Accounting | $183,924 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $175,293 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $157,915 |
ALAN BILLER & ASSOCIATES8+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $140,000 |
DECARLO & SHANLEY6 years Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $104,294 |
HAMILTON LANE ADVISORS, LLC6 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $92,761 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -12.45% | -6.02%-6.4pp | -3.21%-9.2pp | 23.41%-35.9pp |
| Employer contribution / active EE | $3,897 | $11,241-65.3% | $46,051-91.5% | $12,650-69.2% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |