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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $499,072 |
Filed as: HEALTH SERVICES AND BENEFIT ADMINIS Service code 12 · EIN 94-3089465 | Claims processing; Recordkeeping and ... | $221,313 |
Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $164,396 |
ASSOCIATED THIRD PARTY ADMIN.2+ years Filed as: ASSOCIATED THIRD PARTY ADMINISTRATO Service code 13 · EIN 94-3187938 | Contract Administrator | $158,857 |
SALTZMAN & JOHNSON2+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $147,340 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $139,231 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 | Actuarial | $136,135 |
PILLAR PACIFIC CAPITAL MGMT CO2+ years Service code 28 · EIN 94-3325356 | Investment Management | $111,189 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $81,360 |
MARCO CONSULTING GROUP2+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $62,500 |
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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 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 11.25% | 35.86%-24.6pp | 10.53%+0.7pp | 17.84%-6.6pp |
| Employer contribution / active EE | $13,860 | $23,588-41.2% | $29,360-52.8% | $14,688-5.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |