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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES5+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $287,167 |
GOLDMAN SACHS5+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 51 · EIN 30-0299433 | Investment Mgmt Fees | $213,177 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $207,639 |
Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $192,774 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 | Actuarial | $163,393 |
FEDERATED4 years Filed as: FEDERATED HERMES, INC. Service code 51 · EIN 94-3267050 | Investment Mgmt Fees | $145,672 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $132,088 |
SALTZMAN & JOHNSON5+ years Service code 29 · EIN 94-2376174 | Legal | $128,800 |
RIVERBRIDGE PARTNERS5+ years Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $127,667 |
THE SEGAL COMPANY5+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 8.91% | 7.97%+0.9pp | 8.93%0pp | 7.97%+0.9pp |
| Employer contribution / active EE | $8,476 | $10,068-15.8% | $26,306-67.8% | $10,068-15.8% |
| Participant deferral / active EE | $0 | $613-100.0% | $0-100.0% | $613-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |