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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $359,695 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $306,623 |
Service code 28 · EIN 80-0292839 | Investment Management | $251,320 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $189,156 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $128,040 |
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $101,396 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $66,766 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $54,250 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $49,188 |
Service code 29 · EIN 91-0889948 | Legal | $31,800 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 9.68% | 8.05%+1.6pp | 6.70%+3.0pp | 9.30%+0.4pp |
| Employer contribution / active EE | $15,591 | $10,660+46.2% | $25,217-38.2% | $12,551+24.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |