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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Contract Administrator | $528,436 |
THE YOUNGDAHL LAW FIRM, P.C.3 years Service code 29 · EIN 75-3110632 4203 MONTROSE BLVD 280 · HOUSTON, TX 77006 | Legal | $318,010 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 13-1423090 | Securities Custodian | $229,756 |
Filed as: CRESCENT CREDIT SOLUTIONS Service code 19 · EIN 85-1529826 | Securities Custodian | $111,052 |
AMALGAMATED BANK7 years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $109,065 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 | Investment Management | $99,548 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 44-0642126 7501 WISCONSIN AVENUE, 1200 WEST · BETHESDA, MD 20814 | Accounting | $72,704 |
BLACKSTONE1 year Filed as: BLACKSTONE INFRASTRUCTURE Service code 19 345 PARK AVE. · NEW YORK, NY 10154 | Securities Custodian | $56,835 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $51,540 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D BILLER ASSOCIATES, INC. Service code 27 · EIN 94-2854958 535 MIDDLEFIELD RD SUITE 230 · MENLO PARK, CA 64025 | Advisory (Plan) | $50,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,007 | $152,104-84.2% | $184,256-87.0% | $106,553-77.5% |
| Participation rate | 100.0% | 85.9%+14.1pp | 86.8%+13.2pp | 69.8%+30.2pp |
| Annual return | 371.36% | 20.70%+350.7pp | 28.85%+342.5pp | 17.37%+354.0pp |
| Employer contribution / active EE | $962 | $5,326-81.9% | $6,427-85.0% | $3,359-71.4% |
| Participant deferral / active EE | $7 | $8,559-99.9% | $9,133-99.9% | $5,562-99.9% |
| Admin fee / account holder | $37 | $103-64.1% | $13,899-99.7% | $80-53.7% |