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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Investment Management | $169,004 |
ANGELA ALVEY4+ years Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $134,652 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD., SUITE 800 · GLENDALE, CA 91203 | Investment Management | $133,557 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $114,635 |
Service code 29 · EIN 52-1958229 | Legal | $112,589 |
LOUIS PLUNG & COMPANY4+ years Filed as: LOUIS ROSE Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $100,231 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 60606 | Actuarial | $97,383 |
BENESYS, INC.3 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 · EIN 23-2182079 | Other Services | $78,582 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Accounting | $67,288 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 1000 NORTH WATER STREET · MILWAUKEE, WI 53201 | Legal | $62,181 |
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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 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 2.36% | 19.51%-17.2pp | 239.57%-237.2pp | 53.27%-50.9pp |
| Employer contribution / active EE | $3,436 | $15,992-78.5% | $43,837-92.2% | $14,774-76.7% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |