| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042349 | Investment Management | $703,789 |
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 | Investment Management | $299,493 |
BENESYS, INC.5+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $277,079 |
DODGE & COX5+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $262,348 |
Service code 28 · EIN 93-0646988 | Investment Management | $256,459 |
RYAN LABS ASSET MANAGEMENT5+ years Filed as: RYAN LABS Service code 28 · EIN 47-3503928 | Investment Management | $230,201 |
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $128,516 |
US BANK5+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $102,358 |
RELIANT CONSULTING & RESEARCH5+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $92,492 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $76,600 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 1.57% | 6.82%-5.3pp | 8.01%-6.4pp | 12.86%-11.3pp |
| Employer contribution / active EE | $11,001 | $12,695-13.3% | $29,476-62.7% | $13,687-19.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |