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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION3+ years Service code 10 · EIN 13-2501278 | Accounting | $131,369 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $130,222 |
HAMILTON LANE ADVISORS, LLC3+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $97,494 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $69,660 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $69,419 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $67,637 |
DECARLO & SHANLEY3+ years Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $65,055 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,400 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $31,831 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $28,421 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,026,966-100.0% | $157,995-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 41.3%-41.3pp | 1.8%-1.8pp |
| Annual return | 17.95% | 0.19%+17.8pp | 83.75%-65.8pp | 0.19%+17.8pp |
| Employer contribution / active EE | $6,306 | $13,763-54.2% | $41,592-84.8% | $13,763-54.2% |
| Participant deferral / active EE | $0 | $804-100.0% | $77-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $678-100.0% | $426-100.0% |