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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT1+ years Service code 28 · EIN 47-3503928 | Investment Management | $270,266 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $216,563 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT LLC Service code 28 · EIN 90-0860898 | Investment Management | $154,467 |
WEATHERBIE CAPITAL LLC1+ years Filed as: WEATHERBIE CAPITAL, LLC Service code 28 · EIN 02-0484484 | Investment Management | $136,320 |
SECURITY NATIONAL BANK1+ years Filed as: SECURITY INVESTORS LLC Service code 28 · EIN 48-1183041 | Investment Management | $77,226 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $66,000 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS LLP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,600 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $34,051 |
SCHENCK SC1+ years Filed as: SCHENCK BUSINESS SOLUTIONS Service code 10 · EIN 39-1173131 | Accounting | $11,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -0.54% | 0.61%-1.1pp | -2.90%+2.4pp | 1.67%-2.2pp |
| Employer contribution / active EE | $5,089 | $9,133-44.3% | $27,990-81.8% | $10,506-51.6% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |