| Provider | Service type | Compensation |
|---|---|---|
Filed as: WALTER SCOTT & PARTNERS LTD. Service code 28 · EIN 76-6192146 | Investment Management | $431,552 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 52 · EIN 22-2540245 | Indirect Investment Fees | $381,123 |
BEYER-BARBER COMPANY5+ years Service code 11 · EIN 23-2503024 | Actuarial | $369,048 |
Filed as: ENTRUST GLOBAL LTD. Service code 28 | Investment Management | $368,546 |
ALBANESE SINCHAR SMITH & CO.5+ years Service code 10 · EIN 46-1686881 | Accounting | $322,720 |
Filed as: ALCENTRA ASSET MANAGEMENT LTD. Service code 28 · EIN 46-2961489 | Investment Management | $313,439 |
GOLDMAN SACHS1 year Filed as: WICK, STREIFF, MEYER, ET. AL., PC Service code 29 · EIN 25-1647131 | Legal | $245,873 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & COMPANY Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $206,433 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 300 FRANK WEST BURR BLVD. · TEANECK, NJ 07666 | Investment Management | $184,597 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 94-6799945 | Investment Management | $144,410 |
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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 15.08% | 15.22%-0.1pp | 16.32%-1.2pp | 21.83%-6.8pp |
| Employer contribution / active EE | $14,471 | $15,831-8.6% | $31,806-54.5% | $12,237+18.3% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |