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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $32,327 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $21,118 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $19,450 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $10,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,739 | $55,516-8.6% | $75,784-33.0% | $59,188-14.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 0.22% | -1.89%+2.1pp | 9.68%-9.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $557 | $2,604-78.6% | $3,323-83.2% | $2,098-73.4% |
| Participant deferral / active EE | $1,508 | $2,599-42.0% | $3,652-58.7% | $3,265-53.8% |
| Admin fee / account holder | $160 | $110+45.8% | $5,300-97.0% | $92+73.9% |