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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $232,420 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $144,222 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $116,754 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $104,070 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $96,382 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854953 | Advisory (Plan) | $90,000 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $83,979 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET Service code 28 · EIN 45-6500555 | Investment Management | $71,271 |
Service code 29 · EIN 91-0889948 | Legal | $39,957 |
AUDAX2 years Service code 28 · EIN 82-3102275 | Investment Management | $27,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,587 | $95,918-53.5% | $151,611-70.6% | $77,904-42.8% |
| Participation rate | 98.0% | 88.7%+9.2pp | 87.5%+10.5pp | 73.7%+24.3pp |
| Annual return | -9.23% | -5.50%-3.7pp | 3.33%-12.6pp | 12.21%-21.4pp |
| Employer contribution / active EE | $2,130 | $4,330-50.8% | $6,166-65.5% | $2,848-25.2% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $292 | $93+213.6% | $11,616-97.5% | $133+120.7% |