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| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST1 year Filed as: WESTWOOD MANAGEMENT CORP. Service code 52 · EIN 13-3160186 | Indirect Investment Fees | $797,773 |
WILSON-MCSHANE CORPORATION2+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $320,832 |
MERCER2+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $128,258 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $119,069 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $62,734 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $45,175 |
HESSIAN & MCKASY, PA2+ years Filed as: HESSIAN & MCKASY P.A. Service code 29 · EIN 20-1551306 | Legal | $24,161 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 11.61% | 45.95%-34.3pp | 10.75%+0.9pp | 19.39%-7.8pp |
| Employer contribution / active EE | $1,141 | $4,551-74.9% | $35,170-96.8% | $8,446-86.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |