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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $731,924 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 10 · EIN 94-3089465 | Accounting | $679,407 |
LINDQUIST LLP4 years Filed as: LINDQUIST CPA'S Service code 10 · EIN 52-2385296 | Accounting | $258,303 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $198,548 |
SALTZMAN & JOHNSON7+ years Service code 29 · EIN 95-2376174 | Legal | $192,912 |
FOUNDRY PARTNERS7+ years Service code 28 · EIN 46-1184506 | Investment Management | $182,788 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $179,314 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $167,251 |
ULLICO7+ years Service code 28 · EIN 13-1423090 | Investment Management | $147,557 |
THE SEGAL COMPANY4 years Filed as: SEGAL CO Service code 17 · EIN 94-1503999 | Pension Consulting | $130,817 |
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Participant contribution per participant 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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.58% | 19.37%-3.8pp | 11.08%+4.5pp | 15.63%0pp |
| Employer contribution / active EE | $10,476 | $13,107-20.1% | $28,418-63.1% | $11,476-8.7% |
| Participant deferral / active EE | $3 | $2+100.0% | $86-96.4% | $1,127-99.7% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |