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| Provider | Service type | Compensation |
|---|---|---|
DWS FUNDS1 year Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $933,123 |
Filed as: AUDAX MANAGEMENT COMPANY Service code 28 · EIN 04-3525044 | Investment Management | $821,951 |
KILTEARN PARTNERS LLP7 years Filed as: KILTEARN PARTNERS, LLP Service code 28 · EIN 27-4585908 | Investment Management | $533,175 |
MERCER5 years Filed as: MERCER PAVILION Service code 27 · EIN 13-2834414 | Advisory (Plan) | $506,816 |
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $368,917 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $250,415 |
BLACKSTONE6 years Filed as: GSO CAPITAL PARTNERS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $207,937 |
Filed as: PRINCIPAL, N.A. Service code 24 · EIN 51-0099493 | Discretionary Trustee | $117,174 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $103,323 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $81,000 |
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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 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 12.28% | 13.18%-0.9pp | 32.33%-20.1pp | 13.18%-0.9pp |
| Employer contribution / active EE | $7,371 | $8,469-13.0% | $33,964-78.3% | $8,469-13.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |