| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER & ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $277,572 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $227,729 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $157,314 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $154,505 |
HAMILTON LANE ADVISORS, LLC6+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 ONE PRESIDENTIAL BLVD, 4TH FL · BALA CYNWYD, PA 19004 | Investment Management | $102,242 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $89,742 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $87,708 |
LS INVESTMENT ADVISORS2 years Service code 28 · EIN 26-2620361 | Investment Management | $85,180 |
DECARLO & SHANLEY1 year Filed as: DECARLO AND SHANLEY Service code 29 533 S. FREMONT AVENUE · LOS ANGELES, CA 90071 | Legal | $78,350 |
AMALGAMATED BANK4 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 30 N. LASALLE · CHICAGO, IL 60602 | Securities Custodian | $75,406 |
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.51% | 9.48%+5.0pp | 9.52%+5.0pp | 12.86%+1.6pp |
| Employer contribution / active EE | $30,215 | $12,808+135.9% | $41,951-28.0% | $13,687+120.8% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |