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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $95,502 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-4835864 | Actuarial | $48,180 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON ASSET MGMT Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $35,792 |
IPS RIA, LLC1+ years Filed as: IPS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $31,460 |
O'DONOGHUE & O'DONOGHUE1+ years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 | Legal | $23,441 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $21,133 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 | Accounting | $19,628 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $13,477 |
NUVEEN1+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 51 333 W. WACKER DR · CHICAGO, IL 60606 | Investment Mgmt Fees | $11,282 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA Service code 51 101 YGNACIO VALLEY ROAD, STE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $10,401 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.48% | 0.68%-1.2pp | -1.61%+1.1pp | -0.60%+0.1pp |
| Employer contribution / active EE | $2,858 | $10,568-73.0% | $30,840-90.7% | $12,272-76.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |