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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 45-3703295 | Investment Management | $219,504 |
Service code 28 · EIN 34-1922005 | Investment Management | $156,600 |
US BANK5 years Filed as: US BANCORP Service code 19 · EIN 39-1939072 | Securities Custodian | $146,358 |
Filed as: CENTERSQUARE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2740442 | Investment Management | $116,328 |
COMMERCE BANK7+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $85,932 |
Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $69,500 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $67,698 |
KIEFER BONFANTI & CO. LLP7+ years Service code 10 · EIN 43-1061959 | Accounting | $27,625 |
HAMMOND AND SHINNERS, P.C.2 years Service code 29 · EIN 43-1429257 | Legal | $19,764 |
RHUMBLINE ADVISORS2 years Service code 28 · EIN 04-3118582 | Investment Management | $10,434 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -2.39% | -13.54%+11.2pp | 22.50%-24.9pp | 23.41%-25.8pp |
| Employer contribution / active EE | $22,064 | $14,842+48.7% | $33,849-34.8% | $12,650+74.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |