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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $872,632 |
Filed as: HEALTH SERVICES AND BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Direct payment from the plan; Contrac... | $399,496 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 | Actuarial | $264,414 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY/GREYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $254,635 |
MCMORGAN & COMPANY LLC1 year Service code 28 · EIN 52-2334338 | Investment Management | $202,932 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 · EIN 41-2016508 | Investment Management | $150,238 |
Filed as: PILLAR PACIFIC CAPITAL MANAGEMENT Service code 28 · EIN 94-3325356 | Investment Management | $144,576 |
SALTZMAN & JOHNSON1 year Service code 29 · EIN 94-2376174 | Legal | $137,510 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $135,998 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $114,800 |
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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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -8.02% | -13.75%+5.7pp | -4.80%-3.2pp | 23.41%-31.4pp |
| Employer contribution / active EE | $14,921 | $13,276+12.4% | $30,897-51.7% | $12,650+18.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |