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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 · EIN 81-2114065 | Investment Management | $179,812 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $120,169 |
THE URBAN LAW FIRM6 years Service code 29 · EIN 75-2986189 | Legal | $116,274 |
Filed as: THE WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-1309129 | Contract Administrator | $101,641 |
VERUS10+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $90,000 |
J HERRLE1 year Filed as: J H HERRLE & ASSOCIATES, INC. Service code 23 HARRISON SQUARE, 1800 SW 1ST AVE 2 · PORTLAND, OR 97201 | Insurance services; Direct payment fr... | $51,460 |
Filed as: U.S. BANK Service code 19 · EIN 41-6271370 | Securities Custodian | $46,289 |
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPA'S, LLP Service code 10 · EIN 88-4342576 | Accounting | $30,277 |
IFEBP1 year Service code 50 · EIN 39-1034021 | Direct Payment | $21,355 |
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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 | 9.78% | 11.08%-1.3pp | 8.10%+1.7pp | 8.76%+1.0pp |
| Employer contribution / active EE | $10,285 | $13,910-26.1% | $28,649-64.1% | $16,650-38.2% |
| 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% | - |