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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SVCS, INC Service code 12 · EIN 91-1363171 | Other services; Claims processing; Pl... | $1,017,018 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $590,649 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $317,507 |
Service code 29 · EIN 91-0889948 | Legal | $212,227 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $155,166 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $152,383 |
RVK, INC.3 years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $147,744 |
INVESCO10+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $124,747 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $91,467 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $44,416 |
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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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 9.24% | 10.00%-0.8pp | 5.04%+4.2pp | 9.30%-0.1pp |
| Employer contribution / active EE | $10,039 | $10,331-2.8% | $26,454-62.0% | $12,551-20.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |