| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST ADMINISTRATORS Service code 13 · EIN 91-0680697 | Contract Administrator | $1,774,310 |
KRAW LAW GROUP3 years Service code 29 · EIN 32-0465891 | Legal | $670,147 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $625,875 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2683227 | Investment Management | $602,185 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $341,579 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $232,255 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $191,232 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $188,500 |
INVESCO6 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $183,431 |
COMERICA BANK7+ years Service code 18 · EIN 42-1741646 | Float revenue; Custodial (securities)... | $101,201 |
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 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 18.09% | 7.76%+10.3pp | 36.37%-18.3pp | 15.63%+2.5pp |
| Employer contribution / active EE | $13,548 | $10,188+33.0% | $37,223-63.6% | $11,476+18.1% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |