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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORPORATI Service code 28 · EIN 04-2452803 | Investment Management | $139,479 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $58,150 |
REID & RIEGE, P.C.3+ years Filed as: REID & RIEGE, PC Service code 29 · EIN 06-0867204 | Legal | $38,030 |
Service code 10 · EIN 47-2517893 | Accounting | $24,783 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $11,389 |
NEPC, LLC3+ years Filed as: NEPC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $10,243 |
LOOMIS SAYLES3+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $9,146 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $7,897 |
PENN CAPITAL MANAGEMENT1 year Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $6,956 |
BMO HARRIS BANK NA3+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $5,534 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 14.09% | 13.03%+1.1pp | 10.36%+3.7pp | 23.90%-9.8pp |
| Employer contribution / active EE | $20,327 | $15,779+28.8% | $37,738-46.1% | $16,539+22.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |