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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $2,192,227 |
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $523,261 |
Filed as: QUEST INVESTMENT MANAGEMENT, LLC Service code 27 · EIN 93-0880854 | Advisory (Plan) | $510,624 |
ARROWSTREET CAPITAL6 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $481,223 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $406,697 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 13-1423090 | Investment Management | $242,417 |
Filed as: GRYPHON INTL INVESTMENT CORPORATION Service code 27 | Advisory (Plan) | $193,077 |
PANAGORA ASSET MANAGEMENT5 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $176,332 |
MILLIMAN, INC.5 years Service code 50 · EIN 91-0675641 | Direct Payment | $151,937 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $140,942 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.73% | -5.36%-6.4pp | -5.85%-5.9pp | 7.68%-19.4pp |
| Employer contribution / active EE | $5,897 | $12,163-51.5% | $31,839-81.5% | $9,142-35.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |