| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST ADMINISTRATORS Service code 13 · EIN 91-0680697 | Contract Administrator | $1,821,902 |
KRAW LAW GROUP2 years Service code 29 · EIN 32-0465891 | Legal | $873,935 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $528,994 |
INVESCO5 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $474,125 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $430,777 |
ALAN BILLER & ASSOCIATES6+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $352,662 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $338,040 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $252,310 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $175,819 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $175,203 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 5.06% | 12.05%-7.0pp | 793.01%-788.0pp | 12.86%-7.8pp |
| Employer contribution / active EE | $27,155 | $21,947+23.7% | $27,004+0.6% | $13,687+98.4% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |