| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1 year Filed as: SLC MANAGEMENT, LLC Service code 28 · EIN 26-3730703 | Investment Management | $362,457 |
ROAD CARRIERS LOCAL 707 WELFARE FD10+ years Service code 49 · EIN 11-2159859 | Other Services | $281,282 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $245,943 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $239,010 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 06-1050034 | Investment Management | $163,225 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $140,186 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $114,729 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $103,427 |
CARY KANE LLP10+ years Service code 29 · EIN 20-1942442 | Legal | $102,896 |
SAGE FINANCIAL GROUP INC3 years Filed as: SAGE FINANCIAL GROUP, LLC Service code 28 · EIN 20-2704598 | Investment Management | $99,454 |
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 2.96% | 8.39%-5.4pp | 31.38%-28.4pp | 8.39%-5.4pp |
| Employer contribution / active EE | $19,370 | $18,340+5.6% | $24,632-21.4% | $18,340+5.6% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $181-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |