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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP2+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $100,559 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-4835864 | Actuarial | $50,383 |
JOHNSTON ASSET MANAGEMENT2+ years Filed as: JOHNSTON ASSET MGMT Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $37,459 |
IPS RIA, LLC2+ years Filed as: IPS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $31,460 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $25,647 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $23,408 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $14,356 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA Service code 51 101 YGNACIO VALLEY ROAD, STE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $10,431 |
O'DONOGHUE & O'DONOGHUE2+ years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 | Legal | $9,859 |
Filed as: WEYRICH CRONIN & SORRA Service code 10 · EIN 52-1162023 | Accounting | $8,673 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.51% | 3.49%+3.0pp | 4.16%+2.4pp | 7.18%-0.7pp |
| Employer contribution / active EE | $3,098 | $11,083-72.0% | $29,966-89.7% | $13,095-76.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |