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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $152,701 |
REHN & ASSOCIATES5 years Service code 13 · EIN 91-1008626 | Contract Administrator | $151,264 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $147,009 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $135,000 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 | Investment Management | $74,630 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $59,795 |
SHEET METAL WORKERS LOCAL NO. 910+ years Service code 13 · EIN 84-0318035 | Contract Administrator | $56,145 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $33,758 |
US BANK4 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $31,616 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Non-monetary ... | $18,857 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.60% | 11.08%-2.5pp | 8.10%+0.5pp | 8.76%-0.2pp |
| Employer contribution / active EE | $10,896 | $13,910-21.7% | $28,649-62.0% | $16,650-34.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |