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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8250456 | Investment Management | $288,894 |
INTERNATIONAL BROTHERHOOD OF TEAMST10+ years Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $211,000 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $161,536 |
CATHY HAYES8 years Service code 30 · EIN 53-0215427 | Employee (plan); Recordkeeping fees | $134,576 |
BLACKSTONE2 years Service code 28 · EIN 13-3637000 | Investment Management | $120,570 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $100,838 |
ALEJANDRO MATTIUZZO1 year Service code 30 | Recordkeeping fees; Employee (plan) | $45,521 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $44,600 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $36,000 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENTS GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $16,667 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 11.82% | 8.51%+3.3pp | 10.53%+1.3pp | 8.76%+3.1pp |
| Employer contribution / active EE | $50,633 | $16,216+212.2% | $26,797+89.0% | $16,664+203.8% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |