| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $620,309 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $273,763 |
Service code 28 · EIN 93-0646988 | Investment Management | $239,717 |
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $224,472 |
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS Service code 28 · EIN 47-3503928 | Investment Management | $209,978 |
DODGE & COX3+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $141,914 |
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 04-6799863 | Investment Management | $116,697 |
US BANK3+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $111,291 |
RELIANT CONSULTING & RESEARCH3+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $86,587 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $48,700 |
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 7.59% | 2.02%+5.6pp | -752.26%+759.9pp | 33.37%-25.8pp |
| Employer contribution / active EE | $9,606 | $12,422-22.7% | $31,802-69.8% | $11,253-14.6% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |