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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $808,719 |
Filed as: HEALTH SERVICES AND BENEFIT ADMINIS Service code 12 · EIN 94-3089465 | Contract Administrator; Recordkeeping... | $360,266 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 | Actuarial | $230,429 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $181,594 |
PILLAR PACIFIC CAPITAL MGMT CO6+ years Service code 28 · EIN 94-3325356 | Investment Management | $165,861 |
SALTZMAN & JOHNSON6+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $143,192 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY/GREYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $140,312 |
MCMORGAN & COMPANY LLC6+ years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $134,835 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $118,792 |
HAMILTON LANE ADVISORS, LLC5 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $55,952 |
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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 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 9.23% | 7.76%+1.5pp | 36.37%-27.1pp | 15.63%-6.4pp |
| Employer contribution / active EE | $15,302 | $10,188+50.2% | $37,223-58.9% | $11,476+33.3% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |