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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $139,617 |
BAIRD FUNDS5+ years Filed as: ROBERT W BAIRD & CO Service code 65 · EIN 39-6037917 | Account Maintenance | $69,286 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY SVCS., LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $62,673 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $59,329 |
BRANDES INVESTMENT PARTNERS4 years Service code 28 · EIN 33-0704072 | Investment Management | $41,084 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $11,850 |
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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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 19.14% | 221.56%-202.4pp | 29.77%-10.6pp | 53.27%-34.1pp |
| Employer contribution / active EE | $6,961 | $12,096-42.5% | $33,607-79.3% | $14,774-52.9% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |