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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $650,394 |
Filed as: HEALTH SERVICES AND BENEFIT ADMINIS Service code 12 · EIN 94-3089465 | Direct payment from the plan; Claims ... | $359,753 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $173,169 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 | Actuarial | $165,930 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY/GREYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $163,156 |
PILLAR PACIFIC CAPITAL MGMT CO5+ years Service code 28 · EIN 94-3325356 | Investment Management | $161,468 |
SALTZMAN & JOHNSON5+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $101,290 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $92,062 |
MCMORGAN & COMPANY LLC5+ years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $91,122 |
HAMILTON LANE ADVISORS, LLC4 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $62,169 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 18.30% | 12.05%+6.2pp | 793.01%-774.7pp | 12.86%+5.4pp |
| Employer contribution / active EE | $14,686 | $21,947-33.1% | $27,004-45.6% | $13,687+7.3% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |