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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $469,626 |
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY ADMINISTRATO Service code 13 · EIN 94-3187938 | Contract Administrator | $410,915 |
SALTZMAN & JOHNSON1+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $182,104 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $137,672 |
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $125,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 | Actuarial | $108,724 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LN SECONDARY FD III LP Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $94,754 |
PILLAR PACIFIC CAPITAL MGMT CO1+ years Service code 28 · EIN 94-3325356 | Investment Management | $93,585 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LN SECONDARY FD II LP Service code 52 · EIN 26-2316056 | Indirect Investment Fees | $75,438 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $75,317 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | -0.77% | 28.71%-29.5pp | 7.98%-8.7pp | 9.19%-10.0pp |
| Employer contribution / active EE | $13,201 | $15,250-13.4% | $23,724-44.4% | $12,608+4.7% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |