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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 95-3703295 | Investment Management | $187,528 |
US BANK4 years Filed as: US BANCORP Service code 19 · EIN 39-1939072 | Securities Custodian | $141,284 |
Service code 28 · EIN 34-1922005 | Investment Management | $135,435 |
COMMERCE BANK6+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $102,686 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $94,880 |
Filed as: CENTERSQUARE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2740442 | Investment Management | $92,079 |
Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $69,500 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON ASSET MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $28,760 |
KIEFER BONFANTI & CO. LLP6+ years Service code 10 · EIN 43-1061959 | Accounting | $22,000 |
Service code 29 · EIN 43-1429257 | Legal | $11,506 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 22.99% | 14.11%+8.9pp | 14.84%+8.1pp | 15.63%+7.4pp |
| Employer contribution / active EE | $19,631 | $13,673+43.6% | $37,950-48.3% | $11,476+71.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |