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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $67,667 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 28 · EIN 34-1922005 | Investment Management | $66,438 |
JOE MOSKAUSKI8 years Service code 30 · EIN 23-2652951 | Employee (plan); Recordkeeping fees | $59,752 |
RAE GROUP LLC2 years Service code 11 · EIN 83-4646394 | Actuarial | $49,500 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $29,677 |
JOANN PROCOPIO3 years Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $26,748 |
Filed as: PRINCIPAL Service code 19 · EIN 94-1347393 | Securities Custodian | $24,869 |
GOLDMAN SACHS1 year Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $21,395 |
SUSANIN WIDMAN & BRENNAN PC7 years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $18,620 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 | Investment Management | $18,182 |
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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 | $24,265-100.0% | $82,130-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 11.2%-11.2pp |
| Annual return | 6.33% | 16.16%-9.8pp | 8.99%-2.7pp | 9.01%-2.7pp |
| Employer contribution / active EE | $17,587 | $9,873+78.1% | $25,171-30.1% | $12,866+36.7% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $1,134-100.0% | $4,785-100.0% |