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| Provider | Service type | Compensation |
|---|---|---|
GERDING EDLEN1+ years Service code 28 1477 NW EVERETT ST · PORTLAND, OR 97209 | Investment Management | $96,044 |
TOBAM SAS1+ years Service code 28 | Investment Management | $89,040 |
US BANK1+ years Service code 18 · EIN 31-0841368 | Other fees; Custodial (other than sec... | $77,790 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 28 333 W 34TH ST. · NEW YORK, NY 10001 | Investment Management | $72,917 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $51,600 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $47,850 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $29,701 |
BERENBAUM WEINSHIENK PC1+ years Service code 29 · EIN 84-1075194 | Legal | $19,484 |
ANALYTIC INVESTORS, LLC1+ years Filed as: ANALYTIC CORE EQUITY FUND Service code 28 · EIN 95-2665790 | Investment Management | $11,231 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN REALITY ADVISORS Service code 28 · EIN 33-0123114 | Investment Management | $10,755 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.01% | 5.13%-0.1pp | 4.74%+0.3pp | 7.18%-2.2pp |
| Employer contribution / active EE | $2,032 | $14,689-86.2% | $36,089-94.4% | $13,095-84.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |