| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042349 | Investment Management | $841,396 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $301,042 |
BENESYS, INC.4+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $244,040 |
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS Service code 28 · EIN 47-3503928 | Investment Management | $234,398 |
DODGE & COX4+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $213,013 |
Service code 28 · EIN 93-0646988 | Investment Management | $203,402 |
ULLICO4+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $135,504 |
US BANK4+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $99,096 |
RELIANT CONSULTING & RESEARCH4+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $95,516 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $70,100 |
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 8.13% | 12.20%-4.1pp | 10.56%-2.4pp | 21.83%-13.7pp |
| Employer contribution / active EE | $10,952 | $12,801-14.4% | $30,199-63.7% | $12,237-10.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |