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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP4 years Service code 11 · EIN 13-4008324 | Actuarial | $108,297 |
BONADIO & CO., LLP5 years Service code 10 · EIN 16-1131146 | Accounting | $36,757 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $36,432 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $35,115 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $33,831 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $31,684 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 28 · EIN 13-2834414 | Investment Management | $30,041 |
BLACKROCK3 years Service code 28 · EIN 94-3112180 | Investment Management | $28,890 |
Filed as: GRANAHAN INVESTMENT Service code 19 · EIN 76-0658411 | Securities Custodian | $19,818 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $17,798 |
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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 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 11.88% | 9.09%+2.8pp | 8.46%+3.4pp | 22.81%-10.9pp |
| Employer contribution / active EE | $31,855 | $24,513+29.9% | $25,175+26.5% | $18,290+74.2% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |