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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SVCS, INC Service code 12 · EIN 91-1363171 | Claims processing; Recordkeeping and ... | $815,686 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $793,443 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $269,929 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $142,345 |
DODGE & COX6+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $139,750 |
INVESCO6+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $121,770 |
RVK, INC.3 years Filed as: RVK INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $121,228 |
Service code 29 · EIN 91-0889948 | Legal | $104,284 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $87,728 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $58,300 |
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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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 16.93% | 24.77%-7.8pp | -2.84%+19.8pp | 12.86%+4.1pp |
| Employer contribution / active EE | $8,817 | $13,270-33.6% | $33,329-73.5% | $13,687-35.6% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |