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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $131,341 |
FOUNDRY PARTNERS3 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $107,786 |
FISHER INVESTMENTS8+ years Service code 28 · EIN 94-3029777 | Investment Management | $104,446 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $79,350 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 | Advisory (Plan) | $75,500 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $53,857 |
HGK8+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $52,051 |
ULLICO2 years Filed as: ULLICO J Service code 51 · EIN 13-1423090 | Investment Mgmt Fees | $47,631 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 90-0622302 | Investment Management | $36,238 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $25,784 |
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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 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -13.69% | -7.97%-5.7pp | 0.46%-14.1pp | 39.77%-53.5pp |
| Employer contribution / active EE | $40,035 | $20,148+98.7% | $35,480+12.8% | $19,959+100.6% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |