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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SVCS, INC Service code 12 · EIN 91-1363171 | Recordkeeping and information managem... | $930,315 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $495,365 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $287,841 |
INVESCO8+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $140,479 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $137,118 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $134,164 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $126,742 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $88,766 |
Filed as: ANASTASI MOORE & MARTIN PLLC Service code 10 · EIN 20-8149084 | Accounting | $71,052 |
Service code 29 · EIN 91-0889948 | Legal | $53,259 |
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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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -15.12% | 87.23%-102.3pp | -5.12%-10.0pp | 23.41%-38.5pp |
| Employer contribution / active EE | $11,714 | $12,989-9.8% | $31,020-62.2% | $12,650-7.4% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |