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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 53-0215427 | Recordkeeping | $1,136,286 |
PEREGRINE CAPITAL MANAGEMENT2+ years Filed as: PEREGRINE CAPITAL MANAGEMENT, INC. Service code 28 800 LASALLE AVENUE, STE 1850 · MINNEAPOLIS, MN 55402 | Investment Management | $156,367 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $145,159 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Service code 28 · EIN 22-3367558 | Investment Management | $138,842 |
JOANNE LANGONE2+ years Filed as: JOANNE AMES Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $102,421 |
TRACEY SCOTT2+ years Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $101,458 |
ANNETTE PARKER2+ years Filed as: ANNETTE MILBROOK Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $94,300 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 P.O. BOX 79269 · ATLANTA, GA 303577269 | Investment Management | $93,193 |
CATHY HAYES2+ years Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $89,710 |
PATRICIA DEPASCALE2+ years Filed as: PATRICIA COLE Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $88,173 |
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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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 7.72% | 4.82%+2.9pp | 3.97%+3.7pp | 7.18%+0.5pp |
| Employer contribution / active EE | $19,500 | $12,725+53.2% | $28,168-30.8% | $13,095+48.9% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |