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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $561,032 |
Filed as: HEALTH SERVICES AND BENEFIT ADMINIS Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $334,881 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $181,597 |
PILLAR PACIFIC CAPITAL MGMT CO3+ years Service code 28 · EIN 94-3325356 | Investment Management | $132,879 |
HAMILTON LANE ADVISORS, LLC2 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $121,627 |
SALTZMAN & JOHNSON3+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $116,282 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $104,117 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 | Actuarial | $103,167 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $92,419 |
Service code 28 · EIN 20-0292745 | Investment Management | $75,000 |
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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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 7.40% | 39.99%-32.6pp | 4.36%+3.0pp | 33.37%-26.0pp |
| Employer contribution / active EE | $15,457 | $11,066+39.7% | $27,383-43.6% | $11,253+37.4% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |