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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $160,093 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $62,983 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN STRATEGIC REALTY Service code 28 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91202 | Investment Management | $59,896 |
HAMILTON LANE ADVISORS, LLC3+ years Service code 28 · EIN 23-2962336 | Investment Management | $33,227 |
CARDAY ASSOCIATES3+ years Filed as: CARDAY ASSOCIATES, INC. Service code 14 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Plan Administrator | $21,776 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $18,000 |
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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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 15.08% | 11.00%+4.1pp | 9.39%+5.7pp | 10.41%+4.7pp |
| Employer contribution / active EE | $28,571 | $16,132+77.1% | $33,466-14.6% | $14,691+94.5% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |