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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $854,723 |
Filed as: HEALTH SERVICES AND BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Contract Administrator; Recordkeeping... | $396,466 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWM, P.C. Service code 10 · EIN 22-2027092 | Accounting | $371,496 |
SALTZMAN & JOHNSON1 year Filed as: SALTZMAN & JOHNSON LAW CORPORATION Service code 29 · EIN 94-2376174 | Legal | $243,324 |
MCMORGAN & COMPANY LLC3 years Service code 28 · EIN 52-2334338 | Investment Management | $211,465 |
Filed as: MORGAN STANLEY/GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $199,544 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 · EIN 41-2016508 | Investment Management | $187,653 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $130,198 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 11 · EIN 94-1503999 | Actuarial | $127,710 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $69,860 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 9.85% | 8.05%+1.8pp | 6.70%+3.2pp | 9.30%+0.6pp |
| Employer contribution / active EE | $15,463 | $10,660+45.1% | $25,217-38.7% | $12,551+23.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |