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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $167,419 |
BENEFIT PROGRAMS ADMINISTRATION5+ years Service code 10 · EIN 13-2501278 | Accounting | $113,369 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $79,931 |
HAMILTON LANE ADVISORS, LLC5+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $79,161 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $77,211 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $76,223 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,400 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $28,000 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $24,526 |
DECARLO & SHANLEY5+ years Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $14,185 |
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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 | $2,822,362-100.0% | $229,060-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 27.3%-27.3pp | 0.6%-0.6pp |
| Annual return | 8.50% | 11.45%-3.0pp | 7.48%+1.0pp | 11.45%-3.0pp |
| Employer contribution / active EE | $7,870 | $17,219-54.3% | $39,603-80.1% | $17,219-54.3% |
| Participant deferral / active EE | $0 | $357-100.0% | $172-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,197-100.0% | $15,480-100.0% |