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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SVCS, INC Service code 12 · EIN 91-1363171 | Claims processing; Other services; Co... | $854,887 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $755,447 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $303,060 |
INVESCO7+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $146,262 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $144,368 |
DODGE & COX7+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $131,008 |
RVK, INC.4 years Filed as: RVK INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $124,416 |
Service code 29 · EIN 91-0889948 | Legal | $103,399 |
US BANK4 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $96,050 |
ANASTASI, MOORE & MARTIN, PLLC7+ years Filed as: ANASTASI MOORE AND MARTIN Service code 10 · EIN 20-8149084 | Accounting | $47,202 |
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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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 16.50% | 9.47%+7.0pp | 7.32%+9.2pp | 15.63%+0.9pp |
| Employer contribution / active EE | $9,281 | $9,065+2.4% | $23,426-60.4% | $11,476-19.1% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |