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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 10 · EIN 38-2383171 | Accounting | $430,066 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 400 EAST PRATT ST STE 910 · BALTIMORE, MD 212023127 | Investment Management | $360,566 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES, & COMPANY, P.C. Service code 28 · EIN 04-1554520 | Investment Management | $332,197 |
Service code 49 · EIN 38-2286296 | Other Services | $275,087 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $256,500 |
O'SHAUGHNESSY ASSET MANAGEMENT4+ years Filed as: O'SHAUGHNESSY ASSET MANAGEMENT, LLC Service code 28 6 SUBURBAN AVENUE · STAMFORD, CT 06901 | Investment Management | $129,196 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 P.O. BOX 5727 · VACAVILLE, CA 956965727 | Investment Management | $125,812 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 19 · EIN 35-2156428 | Securities Custodian | $58,250 |
Filed as: BOYD WATTERSON ASSET MGT, LLC Service code 28 1801 E. NORTH ST,STE 1400 · CLEVELAND, OH 44114 | Investment Management | $44,442 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $43,569 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.61% | 12.20%-6.6pp | 10.56%-5.0pp | 21.83%-16.2pp |
| Employer contribution / active EE | $10,423 | $12,801-18.6% | $30,199-65.5% | $12,237-14.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |