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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $278,285 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $238,964 |
Filed as: RAINIER INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 46-4242069 | Investment Management | $167,105 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $111,190 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $72,611 |
VERUS1+ years Filed as: VERUS ADVISORY INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $53,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $45,233 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $39,118 |
Service code 29 · EIN 91-0889948 | Legal | $25,285 |
CHRISTENSEN, JAMES & MARTIN1+ years Service code 29 · EIN 88-0330040 | Legal | $18,308 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 3.75% | 7.17%-3.4pp | 7.98%-4.2pp | 7.18%-3.4pp |
| Employer contribution / active EE | $11,721 | $13,444-12.8% | $23,724-50.6% | $13,095-10.5% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |