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| Provider | Service type | Compensation |
|---|---|---|
HS&BA1 year Service code 13 · EIN 94-3089465 | Contract Administrator | $609,375 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $361,466 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $197,621 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $175,908 |
COLUMBIA3 years Filed as: COLUMBIA THREAD NEEDLE Service code 27 · EIN 41-1533211 | Advisory (Plan) | $167,018 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $150,000 |
THE SEGAL COMPANY1 year Service code 11 · EIN 94-1503999 | Actuarial | $117,331 |
FIERA CAPITAL6 years Service code 28 · EIN 13-2726734 | Investment Management | $114,244 |
Filed as: SILVERCREST Service code 28 4250 EXECUTIVE SQUARE 545 · LA JOLLA, CA 92037 | Investment Management | $111,035 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CAPITAL Service code 28 · EIN 23-3061021 | Investment Management | $106,301 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.79% | 10.33%-0.5pp | 8.10%+1.7pp | 9.30%+0.5pp |
| Employer contribution / active EE | $18,401 | $14,972+22.9% | $28,649-35.8% | $12,551+46.6% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |