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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.3 years Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $314,263 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $258,055 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGMENT Service code 28 · EIN 47-2126910 | Investment Management | $246,190 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $73,000 |
CROW HOLDINGS CAPITAL1 year Filed as: CROW HOLDINGS Service code 28 3819 MAPLE AVENUE · DALLAS, TX 75219 | Investment Management | $72,500 |
FOSTER & FOSTER1 year Filed as: FOSTER & FOSTER, INC. Service code 11 · EIN 59-1921114 | Actuarial | $56,341 |
HAMILTON LANE ADVISORS, LLC3 years Service code 28 · EIN 23-2962336 | Investment Management | $54,687 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $52,128 |
COMERICA BANK3 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $41,981 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN LLC Service code 28 | Investment Management | $39,733 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 8.01% | -7.95%+16.0pp | -5.85%+13.9pp | 23.41%-15.4pp |
| Employer contribution / active EE | $18,063 | $13,972+29.3% | $31,839-43.3% | $12,650+42.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |