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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 95-3703295 | Investment Management | $213,189 |
Service code 28 · EIN 34-1922005 | Investment Management | $153,407 |
US BANK6 years Filed as: US BANCORP Service code 19 · EIN 39-1939072 | Securities Custodian | $143,458 |
COMMERCE BANK8+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $141,677 |
Filed as: CENTERSQUARE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2740442 | Investment Management | $96,390 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $70,814 |
Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $70,375 |
HAMMOND AND SHINNERS, P.C.3 years Service code 29 · EIN 43-1429257 | Legal | $26,812 |
KIEFER BONFANTI & CO. LLP8+ years Service code 10 · EIN 43-1061959 | Accounting | $23,300 |
RHUMBLINE ADVISORS3 years Service code 28 · EIN 04-3118582 | Investment Management | $8,242 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | -1.93% | 10.13%-12.1pp | 78.62%-80.6pp | 9.11%-11.0pp |
| Employer contribution / active EE | $21,990 | $13,162+67.1% | $31,646-30.5% | $12,231+79.8% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |