Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRADY MARTZ & ASSOCIATES1+ years Filed as: BRADY MARTZ ASSOCIATES Service code 10 · EIN 45-0310328 | Accounting | $8,200 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $7,825 |
THOMAS WEISEL PARTNERS1+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $5,008 |
Filed as: THORNBURG INVESTMENT MANAGEMENT INC Service code 28 · EIN 85-0301299 | Investment Management | $921 |
Filed as: MARTINGALE ASSET MANAGEMENT, LP Service code 28 · EIN 04-2956583 | Investment Management | $758 |
HARDING LOEVNER LP1+ years Filed as: HARDING, LOEVNER MANAGEMENT, LP Service code 28 · EIN 22-3010247 | Investment Management | $693 |
LORD ABBETT1+ years Filed as: LORD, ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $661 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $633 |
SUSTAINABLE GROWTH ADVISORS1+ years Filed as: SUSTAINABLE GROWTH ADVISERS, LP Service code 28 · EIN 05-0571266 | Investment Management | $516 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROWTH INDEX ADMIRAL CLASS Service code 28 · EIN 23-2695174 | Investment Management | $63 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -0.44% | -1.64%+1.2pp | 16.23%-16.7pp | -0.60%+0.2pp |
| Employer contribution / active EE | $0 | $19,166-100.0% | $17,605-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |