| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST ADMINISTRATORS Service code 13 · EIN 91-0680697 | Contract Administrator | $1,951,485 |
KRAW LAW GROUP4 years Service code 29 · EIN 32-0465891 | Legal | $599,463 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2683227 | Investment Management | $518,659 |
Service code 28 · EIN 01-0614895 | Investment Management | $477,495 |
ALAN BILLER & ASSOCIATES8+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $352,159 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $318,032 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $185,925 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $181,751 |
MILLIMAN, INC.2 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $177,837 |
INVESCO7 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $114,029 |
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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -12.64% | -13.75%+1.1pp | -4.80%-7.8pp | 23.41%-36.1pp |
| Employer contribution / active EE | $22,866 | $13,276+72.2% | $30,897-26.0% | $12,650+80.8% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |