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| Provider | Service type | Compensation |
|---|---|---|
US BANK7 years Filed as: US BANCORP Service code 19 · EIN 39-1939072 | Securities Custodian | $146,827 |
Service code 28 · EIN 94-3176968 | Investment Management | $132,784 |
COMMERCE BANK9+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $127,928 |
Service code 28 · EIN 34-1922005 | Investment Management | $105,482 |
Filed as: CENTERSQUARE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2740442 | Investment Management | $95,636 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $79,184 |
Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $73,000 |
KIEFER BONFANTI & CO. LLP9+ years Service code 10 · EIN 43-1061959 | Accounting | $33,950 |
HAMMOND AND SHINNERS, P.C.4 years Service code 29 · EIN 43-1429257 | Legal | $17,870 |
RHUMBLINE ADVISORS4 years Service code 28 · EIN 04-3118582 | Investment Management | $8,509 |
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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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.29% | 9.32%+3.0pp | 10.53%+1.8pp | 9.30%+3.0pp |
| Employer contribution / active EE | $21,362 | $14,511+47.2% | $26,797-20.3% | $12,551+70.2% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |