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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT Service code 19 · EIN 34-1922005 | Securities Custodian | $384,411 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $160,973 |
Filed as: HARDMAN JOHNSTON INTL EQUITY GROUP Service code 19 · EIN 26-6493485 | Securities Custodian | $118,618 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $93,137 |
THE MCKEOGH COMPANY8+ years Service code 11 · EIN 23-3003375 | Actuarial | $86,415 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $58,414 |
EMPLOYEE FIDUCIARY, LLC8+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-1573070 | Employee (plan) | $56,918 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $55,950 |
EMPLOYEE FIDUCIARY, LLC8+ years Filed as: EMPLOYEE B Service code 30 · EIN 23-1573070 | Employee (plan) | $49,769 |
STATE STREET GLOBAL ADVISORS8+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $48,189 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 9.61% | 7.15%+2.5pp | 20.18%-10.6pp | 37.77%-28.2pp |
| Employer contribution / active EE | $19,729 | $13,270+48.7% | $29,108-32.2% | $15,798+24.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |