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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $439,338 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC Service code 27 · EIN 02-0426421 | Advisory (Plan) | $193,835 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $171,670 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $111,091 |
WILLIAM BLAIR2+ years Service code 51 · EIN 13-2673503 | Investment Mgmt Fees | $75,603 |
RIDGEWORTH2+ years Filed as: MONTAG AND CALDWELL Service code 51 · EIN 58-1022504 | Investment Mgmt Fees | $45,377 |
Filed as: PRICEWATERCOOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $17,000 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $7,320 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 2.08% | 10.84%-8.8pp | 5.00%-2.9pp | 5.86%-3.8pp |
| Employer contribution / active EE | $5,403 | $5,136+5.2% | $35,918-85.0% | $10,137-46.7% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |