| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $318,501 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVE, STE 700 · SEATTLE, WA 98101 | Investment Management | $234,735 |
BENESYS, INC.3 years Filed as: BENESYS Service code 14 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $193,975 |
HAMILTON LANE ADVISORS, LLC4+ 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 |
ALAN BILLER & ASSOCIATES4+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $140,624 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 | Accounting | $90,199 |
LS INVESTMENT ADVISORS4+ years Filed as: LS INVESTMENT ADVISORS-WORLD FIXED Service code 28 · EIN 26-2620361 | Investment Management | $88,797 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 ONE WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $86,086 |
DECARLO & SHANLEY4+ years Filed as: DECARLO CONNOR AND SHANLEY Service code 29 · EIN 95-4022565 533 S. FREMONT AVENUE · LOS ANGELES, CA 90071 | Legal | $83,484 |
BLACKROCK4+ years Service code 28 · EIN 13-3806691 | Investment Management | $82,112 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -0.60% | -0.94%+0.3pp | -2.18%+1.6pp | 33.37%-34.0pp |
| Employer contribution / active EE | $28,450 | $12,464+128.3% | $38,751-26.6% | $11,253+152.8% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |