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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES5+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $145,399 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $139,332 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $124,251 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $119,542 |
LOOMIS SAYLES1 year Filed as: LOOMIS SALYES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $80,415 |
Filed as: OAKTREE CAPITAL MANAGEMENT LP Service code 28 · EIN 26-0189082 | Investment Management | $69,516 |
Service code 29 · EIN 52-1958229 | Legal | $68,040 |
EDGAR LOMAX COMPANY5+ years Filed as: THE EDGAR LOMAX COMPANY Service code 28 · EIN 47-0657260 | Investment Management | $63,139 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $54,750 |
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 | Actuarial | $46,000 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 1.00% | 15.15%-14.2pp | 10.57%-9.6pp | 11.45%-10.5pp |
| Employer contribution / active EE | $24,161 | $16,781+44.0% | $29,483-18.0% | $17,219+40.3% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |