| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS1+ years Filed as: MACQUARIE INFRASTRUCTURE PARTNER I Service code 28 · EIN 20-5851123 | Investment Management | $337,922 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $233,139 |
ATPA1+ years Service code 14 1211 22ND STREET · OAK BROO, IL 60523 | Plan Administrator | $210,960 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 ONE PRESIDENTIAL BLVD, 4TH FL · BALA CYNWYD, PA 19004 | Investment Management | $175,000 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 ONE WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $157,320 |
DELAWARE INVESTMENTS1+ years Filed as: MACQUARIE INFRASTRUCTURE PARTNER II Service code 28 · EIN 26-3445766 | Investment Management | $155,167 |
ALAN BILLER & ASSOCIATES1+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $136,336 |
DECARLO & SHANLEY1+ years Filed as: DECARLO CONNOR AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $115,343 |
LS INVESTMENT ADVISORS1+ years Filed as: LS INVESTMENT ADVISORS-WORLD FIXED Service code 28 · EIN 26-2620361 | Investment Management | $99,190 |
STRATEGIC PROPERTY ADVISORS1+ years Filed as: STRATEGIC PROPERTY ADVISERS Service code 28 · EIN 33-0279936 3250 VISTA DIEGO ROAD · JAMUL, CA 91935 | Investment Management | $84,157 |
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 1.64% | -0.09%+1.7pp | -0.81%+2.4pp | 1.67%0pp |
| Employer contribution / active EE | $23,045 | $11,440+101.4% | $38,425-40.0% | $10,506+119.3% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |