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| Provider | Service type | Compensation |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 42-1225960 | Investment Management | $162,510 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $148,737 |
Filed as: MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $130,017 |
USBANCORP1+ years Service code 19 · EIN 39-1939072 | Securities Custodian | $128,755 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL Service code 28 · EIN 42-1479618 | Investment Management | $127,769 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $97,460 |
COMMERCE BANK1+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 43-0962626 | Investment Management | $77,389 |
Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $65,000 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MGMT Service code 28 · EIN 34-1922005 | Investment Management | $56,246 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $40,984 |
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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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 1.28% | 6.68%-5.4pp | 4.72%-3.4pp | 9.19%-7.9pp |
| Employer contribution / active EE | $15,346 | $25,873-40.7% | $30,821-50.2% | $12,608+21.7% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |