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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 41-0956552 | Plan Administrator | $413,552 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVE 17 · NEW YORK, NY 10022 | Investment Management | $343,331 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 29 · EIN 43-1174269 | Legal | $299,144 |
FINANCIAL COUNSELORS INC2 years Filed as: FINANCIAL COUNSELORS, INC. Service code 28 · EIN 43-1703335 | Investment Management | $180,531 |
CHEIRON2 years Service code 11 · EIN 13-4215617 | Actuarial | $140,064 |
Filed as: WESTERN ASSET MGMT CO Service code 51 · EIN 95-2705767 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Mgmt Fees | $118,870 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $87,500 |
Service code 10 · EIN 43-1244218 | Accounting | $86,922 |
COMMERCE BANK2 years Service code 19 · EIN 43-6026325 | Securities Custodian | $68,033 |
IRON MOUNTAIN2 years Service code 49 · EIN 23-2588479 | Other Services | $52,335 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | -5.71% | 33.11%-38.8pp | 20.18%-25.9pp | 33.11%-38.8pp |
| Employer contribution / active EE | $10,902 | $9,000+21.1% | $29,108-62.5% | $9,000+21.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |