| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $715,665 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $264,708 |
Service code 28 · EIN 93-0646988 | Investment Management | $226,704 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $215,840 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS Service code 28 · EIN 47-3503928 | Investment Management | $197,516 |
DODGE & COX2+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $181,927 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 04-6799863 | Investment Management | $113,054 |
RELIANT CONSULTING & RESEARCH2+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $83,355 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $56,800 |
US BANK2+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $55,659 |
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 8.06% | 12.33%-4.3pp | 8.32%-0.3pp | 17.84%-9.8pp |
| Employer contribution / active EE | $10,231 | $11,641-12.1% | $30,793-66.8% | $14,688-30.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |