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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $1,086,783 |
KILTEARN PARTNERS LLP6 years Filed as: KILTEARN PARTNERS, LLP Service code 28 · EIN 27-4585908 | Investment Management | $500,147 |
MERCER4 years Filed as: MERCER PAVILION Service code 27 · EIN 13-2834414 | Advisory (Plan) | $452,409 |
WILSON-MCSHANE CORPORATION8+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $325,897 |
BLACKSTONE5 years Filed as: GSO CAPITAL PARTNERS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $160,578 |
CRESSEY & COMPANY2 years Service code 28 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $147,085 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $95,023 |
FISHER INVESTMENTS1 year Service code 28 5525 NW FISHER CREEK DRIVE · CAMAS WA, WA 98607 | Investment Management | $87,531 |
Filed as: PRINCIPAL, N.A. Service code 24 · EIN 51-0099493 | Discretionary Trustee | $80,941 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $55,700 |
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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 | $1,469,698-100.0% | $267,477-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -11.11% | 7.68%-18.8pp | -38.86%+27.7pp | 7.68%-18.8pp |
| Employer contribution / active EE | $8,015 | $9,142-12.3% | $37,756-78.8% | $9,142-12.3% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |