| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION4+ years Service code 13 · EIN 13-2501278 | Contract Administrator | $1,425,957 |
Filed as: NORTHWEST ADMINISTRATORS Service code 13 225 S LAKE AVE 1200 · PASADENA, CA 91101 | Contract Administrator | $584,938 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $540,675 |
CORNWELL & BALDWIN4+ years Service code 29 · EIN 32-0453228 | Legal | $494,797 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $469,298 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $376,394 |
ALAN BILLER & ASSOCIATES4+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $330,672 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $328,914 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $311,580 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $215,131 |
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.27% | 39.99%-44.3pp | 4.36%-8.6pp | 33.37%-37.6pp |
| Employer contribution / active EE | $18,767 | $11,066+69.6% | $27,383-31.5% | $11,253+66.8% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |