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| Provider | Service type | Compensation |
|---|---|---|
MCMORGAN & COMPANY LLC5+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $62,821 |
AMERICAN REALTY ADVISORS3 years Filed as: MACKAY SHIELDS LLC Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $31,412 |
Service code 12 · EIN 94-3089465 | Contract Administrator; Recordkeeping... | $18,241 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $16,345 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,122 | $54,237-61.1% | $90,304-76.6% | $67,579-68.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 13.71% | 37.27%-23.6pp | 78.13%-64.4pp | 378.56%-364.8pp |
| Employer contribution / active EE | $1,565 | $1,846-15.2% | $2,855-45.2% | $2,148-27.2% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $62 | $123-49.8% | $5,354-98.8% | $142-56.5% |