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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $312,804 |
Service code 28 · EIN 91-1042342 | Investment Management | $247,002 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $186,668 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $96,204 |
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $86,597 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $58,093 |
VERUS4+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $53,000 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $45,238 |
Service code 28 · EIN 22-3367558 | Investment Management | $42,077 |
CHRISTENSEN, JAMES & MARTIN4+ years Service code 29 · EIN 88-0330040 | Legal | $35,324 |
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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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 6.42% | 53.17%-46.7pp | 18.06%-11.6pp | 21.83%-15.4pp |
| Employer contribution / active EE | $13,444 | $14,715-8.6% | $30,411-55.8% | $12,237+9.9% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |