| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION5+ years Service code 10 · EIN 41-0956552 | Accounting | $304,500 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO, LP Service code 28 · EIN 04-3200030 | Investment Management | $293,420 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $264,000 |
BERRY & CO., CPA'S LTD5+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $255,529 |
FOUNDRY PARTNERS5+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $252,571 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $224,745 |
GOLDMAN SACHS3 years Filed as: VISTA EQUITY PARTNERS Service code 28 4 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $195,629 |
AMERICAN FUNDS5+ years Filed as: CRESCENT CAPITAL GROUP, LP Service code 28 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $186,325 |
SANDERSON ASSET MANAGEMENT5+ years Filed as: SANDERSON ASSET MGMT, LLP Service code 28 | Investment Management | $184,050 |
Service code 29 · EIN 26-1367865 | Legal | $178,351 |
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.74% | 12.20%+4.5pp | 10.56%+6.2pp | 21.83%-5.1pp |
| Employer contribution / active EE | $24,943 | $12,801+94.9% | $30,199-17.4% | $12,237+103.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |