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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $442,666 |
ASSOCIATED ADMINISTRATORS, LLC10+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $386,832 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $130,000 |
CHEIRON10+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $81,384 |
PNC BANK, N.A.10+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $50,767 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $47,165 |
BREDHOFF & KAISER10+ years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $32,282 |
FIRST EAGLE7 years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $27,480 |
DRA ADVISORS LLC6 years Service code 28 · EIN 33-1032314 | Investment Management | $25,275 |
SEYFARTH SHAW LLP10+ years Service code 29 · EIN 36-2152202 | Legal | $20,155 |
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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 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 8.66% | 8.48%+0.2pp | 7.29%+1.4pp | 8.48%+0.2pp |
| Employer contribution / active EE | $5,235 | $9,949-47.4% | $20,019-73.9% | $9,949-47.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $31-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |