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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT Service code 19 · EIN 34-1922005 | Securities Custodian | $323,184 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $167,462 |
Filed as: HARDMAN JOHNSTON INTL EQUITY GROUP Service code 19 · EIN 26-6493485 | Securities Custodian | $138,541 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $98,750 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $95,392 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $90,474 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL BRYANT AND HAMILL Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $78,803 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-1573070 | Employee (plan) | $62,076 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE B Service code 30 · EIN 23-1573070 | Employee (plan) | $54,559 |
O'DONOGHUE & O'DONOGHUE10+ years Filed as: ODONOGHUE & ODONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $53,582 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.30% | 8.62%+0.7pp | 8.99%+0.3pp | 10.52%-1.2pp |
| Employer contribution / active EE | $20,470 | $14,400+42.2% | $25,171-18.7% | $15,140+35.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |