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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 98-0444411 | Investment Management | $922,746 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $873,952 |
Service code 14 · EIN 83-0947948 | Plan Administrator | $872,931 |
INVESCO7+ years Service code 28 · EIN 58-1707262 | Investment Management | $867,070 |
T ROWE PRICE RPS INC7+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $784,260 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $767,255 |
WILLIAM BLAIR7+ years Service code 28 · EIN 27-6331814 | Investment Management | $633,564 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPTIAL MANAGEMENT Service code 28 · EIN 80-0618452 | Investment Management | $435,342 |
LOOMIS SAYLES5 years Service code 28 · EIN 04-3200030 | Investment Management | $392,034 |
Filed as: RANGER INVESTMENT MANAGEMENT LP Service code 28 · EIN 02-0661004 | Investment Management | $332,403 |
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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 | $444,552-100.0% | $202,277-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 30.0%-30.0pp | 3.7%-3.7pp |
| Annual return | 13.42% | 15.63%-2.2pp | 8.88%+4.5pp | 15.63%-2.2pp |
| Employer contribution / active EE | $54,036 | $11,476+370.9% | $42,607+26.8% | $11,476+370.9% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $94-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,086-100.0% | $429-100.0% |