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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $174,990 |
Service code 11 · EIN 26-1370698 | Actuarial | $146,800 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN. Service code 10 · EIN 94-3089465 | Accounting | $101,311 |
HANSON BRIDGETT LLP2+ years Service code 29 · EIN 94-1205338 | Legal | $98,049 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $80,677 |
RVK, INC.2+ years Filed as: R.V. KUHNS AND ASSOCIATES, INC. Service code 17 · EIN 93-0910652 | Pension Consulting | $76,787 |
PANTHEON VENTURES, INC.2+ years Service code 28 · EIN 94-3047085 | Investment Management | $75,000 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $61,342 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $40,371 |
INVESCO2+ years Service code 28 · EIN 13-4147424 | Investment Management | $27,461 |
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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% | $110,523-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 47.6%-47.6pp | 1.8%-1.8pp |
| Annual return | 7.01% | 7.18%-0.2pp | 1.69%+5.3pp | 7.18%-0.2pp |
| Employer contribution / active EE | $42,651 | $13,095+225.7% | $24,295+75.6% | $13,095+225.7% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,031-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,392-100.0% | $362-100.0% |