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| Provider | Service type | Compensation |
|---|---|---|
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 36-7388847 | Investment Management | $30,886 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $30,718 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 72-1467823 | Investment Management | $30,231 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $22,360 |
MONTICELLO ASSOCIATES2+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $20,547 |
KEYBANK NATIONAL ASSOCIATION2+ years Service code 10 · EIN 34-0797057 | Accounting | $9,721 |
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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 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 16.13% | 10.78%+5.3pp | 8.93%+7.2pp | 13.95%+2.2pp |
| Employer contribution / active EE | $9,584 | $10,694-10.4% | $43,470-78.0% | $16,598-42.3% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |