| Provider | Service type | Compensation |
|---|---|---|
IUBAC1+ years Service code 10 · EIN 53-0038250 | Accounting | $2,656,724 |
DICKSTEIN SHAPIRO LLP1+ years Service code 29 · EIN 53-0246695 | Legal | $1,977,723 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 17 · EIN 36-3555078 | Pension Consulting | $912,280 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $561,189 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LANE Service code 28 ONE PRESIDENTIAL BLVD., 4TH FL · BALA CYNWYD, PA 19004 | Investment Management | $439,860 |
CHEIRON1+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $279,276 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $236,711 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE, 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $230,481 |
FISHER INVESTMENTS1+ years Filed as: FISHER INVESTMENTS INC Service code 28 · EIN 94-3029777 | Investment Management | $206,627 |
ULLICO1+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $201,317 |
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 | $47,522-100.0% | $115,244-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 33.3%-33.3pp | 9.2%-9.2pp |
| Annual return | 0.42% | -0.08%+0.5pp | -1.61%+2.0pp | -0.08%+0.5pp |
| Employer contribution / active EE | $2,800 | $7,991-65.0% | $30,840-90.9% | $7,991-65.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $41-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,433-100.0% | $275-100.0% |