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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Investment Management | $238,855 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD., SUITE 800 · GLENDALE, CA 91203 | Investment Management | $172,543 |
ANGELA ALVEY2+ years Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $127,951 |
Service code 29 · EIN 52-1958229 | Legal | $112,518 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 60606 | Actuarial | $103,634 |
LOUIS PLUNG & COMPANY2+ years Filed as: LOUIS ROSE Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $95,344 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 1000 NORTH WATER STREET · MILWAUKEE, WI 53201 | Legal | $91,191 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 99 · EIN 23-2182019 | Other Fees | $83,000 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC Service code 16 · EIN 36-3555078 550 W. WASHINGTON · CHICAGO, IL 60661 | Consulting | $57,851 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $56,503 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 7.96% | 17.84%-9.9pp | 9.60%-1.6pp | 17.84%-9.9pp |
| Employer contribution / active EE | $3,786 | $14,688-74.2% | $45,595-91.7% | $14,688-74.2% |
| Participant deferral / active EE | $0 | $770-100.0% | $255-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |