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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $616,296 |
Filed as: HEALTH SERVICES AND BENEFIT ADMINIS Service code 12 · EIN 94-3089465 | Contract Administrator; Recordkeeping... | $349,682 |
Filed as: MORGAN STANLEY/GREYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $231,486 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 | Actuarial | $163,139 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $146,531 |
PILLAR PACIFIC CAPITAL MGMT CO4+ years Service code 28 · EIN 94-3325356 | Investment Management | $135,741 |
SALTZMAN & JOHNSON4+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $96,632 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $88,505 |
HAMILTON LANE ADVISORS, LLC3 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $69,078 |
MCMORGAN & COMPANY LLC4+ years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $45,414 |
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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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 4.48% | 53.17%-48.7pp | 18.06%-13.6pp | 21.83%-17.4pp |
| Employer contribution / active EE | $16,022 | $14,715+8.9% | $30,411-47.3% | $12,237+30.9% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |