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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $361,727 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, L. P Service code 28 · EIN 04-3200030 | Investment Management | $254,672 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD ASSET MANAGEMENT COMPANY Service code 28 · EIN 13-2544634 | Investment Management | $223,825 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT L.P Service code 28 · EIN 23-3367558 | Investment Management | $161,943 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $109,211 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $92,210 |
Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $75,000 |
VERUS2 years Filed as: VERUS ADVISORY INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $63,000 |
THE BANK OF NEW YORK MELLON8+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $61,631 |
Service code 29 · EIN 91-0889948 | Legal | $47,100 |
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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% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 10.85% | 9.87%+1.0pp | 15.31%-4.5pp | 9.11%+1.7pp |
| Employer contribution / active EE | $15,639 | $9,738+60.6% | $28,686-45.5% | $12,231+27.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |