| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION2+ years Service code 13 · EIN 13-2501278 | Contract Administrator | $1,654,028 |
Filed as: PRUDENTIAL INS. COMPANY OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $896,253 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $526,855 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $493,292 |
CORNWELL & BALDWIN2+ years Service code 29 · EIN 33-0469098 | Legal | $472,203 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $420,548 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $362,300 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $251,210 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Filed as: SOUTHERNSUN ASSET MANAGEMENT LLC Service code 27 · EIN 27-2990431 | Advisory (Plan) | $209,355 |
ANALYTIC INVESTORS, LLC2+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 95-2665790 | Investment Management | $191,753 |
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 6.69% | 28.71%-22.0pp | 7.98%-1.3pp | 9.19%-2.5pp |
| Employer contribution / active EE | $18,688 | $15,250+22.5% | $23,724-21.2% | $12,608+48.2% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |