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| Provider | Service type | Compensation |
|---|---|---|
PANTHEON VENTURES, INC.2 years Filed as: PANTHEON VENTURES Service code 28 · EIN 94-3047085 | Investment Management | $1,047,648 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS, INC. Service code 10 · EIN 38-2383171 | Accounting | $236,528 |
LSV ASSET MANAGEMENT3 years Filed as: LSV INTERNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $217,395 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $210,865 |
HANSON BRIDGETT LLP2 years Filed as: HANSON BRIDGETT, LLP Service code 29 · EIN 94-1205338 | Legal | $172,867 |
Service code 11 · EIN 26-1370698 | Actuarial | $128,899 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $96,033 |
RVK, INC.2 years Filed as: R.V. KUHNS & ASSOCIATES INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $87,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $79,100 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $73,569 |
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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 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -11.08% | 2.78%-13.9pp | -11.22%+0.1pp | 2.78%-13.9pp |
| Employer contribution / active EE | $63,031 | $15,276+312.6% | $32,882+91.7% | $15,276+312.6% |
| Participant deferral / active EE | $0 | $691-100.0% | $579-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |