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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE5 years Filed as: BLACKSTONE GROUP Service code 51 · EIN 83-3025827 | Investment Mgmt Fees | $769,790 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $418,584 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $281,162 |
Filed as: HEITMAN Service code 10 · EIN 85-4174675 | Accounting | $248,091 |
GERDING EDLEN2 years Service code 28 151 SW 1ST AVE SUITE 300 · PORTLAND, OR 97204 | Investment Management | $200,817 |
DECARLO & SHANLEY1 year Filed as: SHANLEY, APC Service code 29 · EIN 95-4022565 | Legal | $198,482 |
ALAN BILLER & ASSOCIATES9+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $140,000 |
Filed as: MESA WEST Service code 28 11755 WILSHIRE BOULEVARD SUITE 2100 · LOS ANGELES, CA 90025 | Investment Management | $130,000 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $127,373 |
Filed as: GREENBRIAR EQUITY GROUP, L.P. Service code 28 1 GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $91,476 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 113.47% | 8.84%+104.6pp | 12.68%+100.8pp | 9.11%+104.4pp |
| Employer contribution / active EE | $3,611 | $8,705-58.5% | $41,626-91.3% | $12,231-70.5% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |