| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $216,426 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVE, STE 700 · SEATTLE, WA 98101 | Investment Management | $201,010 |
BENESYS, INC.2 years Filed as: BENESYS Service code 14 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $188,325 |
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 ONE PRESIDENTIAL BLVD, 4TH FL · BALA CYNWYD, PA 19004 | Investment Management | $175,000 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 ONE WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $174,286 |
ALAN BILLER & ASSOCIATES3+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $136,059 |
DECARLO & SHANLEY3+ years Filed as: DECARLO CONNOR AND SHANLEY Service code 29 · EIN 95-4022565 533 S. FREMONT AVENUE · LOS ANGELES, CA 90071 | Legal | $123,210 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $101,026 |
LS INVESTMENT ADVISORS3+ years Filed as: LS INVESTMENT ADVISORS-WORLD FIXED Service code 28 · EIN 26-2620361 | Investment Management | $92,728 |
BLACKROCK3+ years Service code 28 · EIN 13-3806691 | Investment Management | $65,865 |
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.91% | 12.92%-1.0pp | 10.36%+1.5pp | 17.84%-5.9pp |
| Employer contribution / active EE | $27,385 | $14,070+94.6% | $37,738-27.4% | $14,688+86.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |