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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $277,518 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $161,073 |
INCOME RESEARCH & MANAGEMENT3 years Service code 28 100 FEDERAL ST. · BOSTON, MA 02110 | Investment Management | $121,269 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $95,349 |
ARBOR CAPITAL MANAGEMENT1 year Service code 28 510 L ST. · ANCHORAGE, AK 99501 | Investment Management | $77,646 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 MANAGEMENT · PASADENA, CA 91185 | Investment Management | $77,185 |
KEYBANK NATIONAL ASSOCIATION10+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $70,964 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: STONE HARBOR INVESTMENT PARTNERS Service code 28 · EIN 20-3888589 | Investment Management | $68,347 |
BENESYS, INC.6 years Service code 13 · EIN 38-2383171 | Contract Administrator | $65,315 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $63,690 |
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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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 9.71% | 9.12%+0.6pp | 9.57%+0.1pp | 10.77%-1.1pp |
| Employer contribution / active EE | $20,238 | $14,150+43.0% | $26,706-24.2% | $15,292+32.3% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |