| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST ADMINISTRATORS Service code 13 · EIN 91-0680697 | Contract Administrator | $1,662,481 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $607,727 |
KRAW LAW GROUP1 year Service code 29 · EIN 32-0465891 | Legal | $484,619 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $473,559 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $441,194 |
Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $357,232 |
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $356,119 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $242,770 |
COHEN & STEERS2 years Filed as: COHEN, WEISS, AND SIMON Service code 29 · EIN 13-1592323 | Legal | $188,319 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $167,046 |
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 21.51% | 53.17%-31.7pp | 18.06%+3.5pp | 21.83%-0.3pp |
| Employer contribution / active EE | $19,216 | $14,715+30.6% | $30,411-36.8% | $12,237+57.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |