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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $2,042,698 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $1,274,352 |
ULLICO5+ years Service code 28 · EIN 52-6435649 | Investment Management | $895,635 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $541,463 |
Filed as: QUEST INVESTMENT MANAGEMENT, LLC Service code 27 · EIN 93-0880854 | Advisory (Plan) | $431,792 |
Filed as: GRYPHON INTL INVESTMENT CORPORATION Service code 27 | Advisory (Plan) | $343,203 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $340,285 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $313,406 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $192,083 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $141,547 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.65% | 10.84%+5.8pp | 10.56%+6.1pp | 1023.85%-1007.2pp |
| Employer contribution / active EE | $5,558 | $14,186-60.8% | $30,199-81.6% | $11,605-52.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |