| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $635,647 |
Service code 28 · EIN 93-0646988 | Investment Management | $294,847 |
LOOMIS SAYLES1+ years Service code 28 PO BOX 219594 · KANSAS CITY, MO 64121 | Investment Management | $249,784 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS Service code 28 500 5TH AVE · NEW YORK, NY 10110 | Investment Management | $173,210 |
DODGE & COX1+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $158,495 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 1220 SW MORRISON ST. SUITE 300 · PORTLAND, OR 97205 | Contract Administrator | $144,986 |
RELIANT CONSULTING & RESEARCH1+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $95,250 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 90-0622302 | Investment Management | $91,485 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON TRUST CO Service code 19 · EIN 95-3571558 | Securities Custodian | $84,744 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: A & I BENEFIT PLAN ADMINISTRATORS Service code 13 · EIN 93-0446761 | Contract Administrator | $71,000 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 0.68% | 3.63%-2.9pp | 4.16%-3.5pp | 9.19%-8.5pp |
| Employer contribution / active EE | $9,535 | $11,363-16.1% | $29,966-68.2% | $12,608-24.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |