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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES10+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $79,830 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $69,090 |
CHEIRON1 year Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $44,489 |
LOOMIS SAYLES8 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $44,271 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $38,750 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $34,984 |
BOLTON PARTNERS, INC.10+ years Service code 11 · EIN 52-1231144 | Actuarial | $32,174 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $29,311 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,199 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY Service code 29 · EIN 52-1958229 | Legal | $24,374 |
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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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 9.31% | 9.00%+0.3pp | 9.03%+0.3pp | 8.35%+1.0pp |
| Employer contribution / active EE | $12,377 | $14,409-14.1% | $26,284-52.9% | $17,935-31.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |