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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... | $961,495 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $490,137 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $291,715 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $205,344 |
Service code 29 · EIN 91-0889948 | Legal | $201,207 |
RVK, INC.2 years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $142,251 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $131,114 |
INVESCO9+ years Filed as: INVESCO TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $120,844 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $88,090 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $45,176 |
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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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 13.61% | 10.30%+3.3pp | 7.69%+5.9pp | 9.11%+4.5pp |
| Employer contribution / active EE | $9,747 | $9,006+8.2% | $28,501-65.8% | $12,231-20.3% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |