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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $265,866 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $131,674 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $126,697 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT M Service code 28 DEPT. LA21569 · PASADENA, CA 91185 | Investment Management | $78,872 |
BENESYS, INC.4 years Service code 13 · EIN 38-2383171 | Contract Administrator | $69,034 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $66,000 |
Service code 28 100 FEDERAL ST. · BOSTON, MA 02110 | Investment Management | $65,649 |
KEYBANK NATIONAL ASSOCIATION8+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $65,542 |
Filed as: TORTOISE CAPITAL ADVISORS Service code 28 · EIN 22-3875939 | Investment Management | $54,188 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: STONE HARBOR INVESTMENT PARTNERS Service code 28 · EIN 20-3888589 | Investment Management | $32,908 |
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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 | 2.56% | 7.15%-4.6pp | 20.18%-17.6pp | 37.74%-35.2pp |
| Employer contribution / active EE | $15,911 | $13,270+19.9% | $29,108-45.3% | $15,788+0.8% |
| 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% |