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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT6+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $342,876 |
Service code 28 · EIN 91-1042342 | Investment Management | $300,513 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $252,325 |
Service code 28 · EIN 22-3367558 | Investment Management | $126,448 |
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $94,039 |
BENESYS, INC.5 years Service code 13 · EIN 38-2383171 | Contract Administrator | $88,078 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $72,172 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $70,271 |
VERUS6+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $63,000 |
CHRISTENSEN, JAMES & MARTIN6+ years Service code 29 · EIN 88-0330040 | Legal | $23,988 |
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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% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 25.13% | 7.76%+17.4pp | 36.37%-11.2pp | 15.63%+9.5pp |
| Employer contribution / active EE | $13,769 | $10,188+35.1% | $37,223-63.0% | $11,476+20.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |