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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Service code 10 · EIN 38-2383171 | Accounting | $434,674 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES, & COMPANY, LP Service code 28 · EIN 04-1554520 | Investment Management | $316,055 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 400 EAST PRATT ST STE 910 · BALTIMORE, MD 212023127 | Investment Management | $306,357 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $256,500 |
Service code 49 · EIN 38-2286296 | Other Services | $206,918 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Management | $137,548 |
O'SHAUGHNESSY ASSET MANAGEMENT2+ years Filed as: O'SHAUGHNESSY ASSET MANAGEMENT, LLC Service code 28 6 SUBURBAN AVENUE · STAMFORD, CT 06901 | Investment Management | $128,218 |
CORTINA1 year Filed as: CORTINA ASSET MANAEMENT, LLC Service code 28 825 N JEFFERSON, STE 400 · MILWAUKEE, WI 53202 | Investment Management | $119,001 |
Filed as: BARROW,HANLEY MEHWHINNEY & STRAUSS Service code 28 2200 ROS AVE 3100 · DALLAS, TX 75201 | Investment Management | $103,823 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 19 · EIN 35-2156428 | Securities Custodian | $73,927 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.50% | 12.33%-1.8pp | 8.32%+2.2pp | 17.84%-7.3pp |
| Employer contribution / active EE | $10,485 | $11,641-9.9% | $30,793-65.9% | $14,688-28.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |