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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.10+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $216,011 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $143,800 |
RBC GLOBAL ASSET MANAGEMENT10+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $123,211 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN REALTY ADVISORS, LLC Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $120,102 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $116,261 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $101,359 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $95,000 |
BOLTON PARTNERS, INC.10+ years Service code 11 · EIN 52-1231144 | Actuarial | $90,582 |
ASB CAPITAL MANAGEMENT10+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $54,061 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $28,598 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.39% | 11.08%-1.7pp | 8.10%+1.3pp | 8.76%+0.6pp |
| Employer contribution / active EE | $9,207 | $13,910-33.8% | $28,649-67.9% | $16,664-44.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |