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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SVCS, INC Service code 12 · EIN 91-1363171 | Direct payment from the plan; Claims ... | $815,926 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $737,122 |
FRANKLIN TEMPLETON2 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 50 · EIN 94-3385113 | Direct Payment | $448,442 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $256,718 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $132,773 |
INVESCO5+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $123,772 |
RVK, INC.2 years Filed as: RVK INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $119,350 |
DODGE & COX5+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $110,797 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $105,171 |
Service code 29 · EIN 91-0889948 | Legal | $99,227 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 16.88% | 22.40%-5.5pp | 29.77%-12.9pp | 21.83%-5.0pp |
| Employer contribution / active EE | $7,864 | $13,519-41.8% | $33,607-76.6% | $12,237-35.7% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |