| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042349 | Investment Management | $728,167 |
LOOMIS SAYLES6+ years Service code 28 · EIN 04-3200030 | Investment Management | $327,402 |
BENESYS, INC.6+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $287,980 |
Service code 28 · EIN 93-0646988 | Investment Management | $274,545 |
RYAN LABS ASSET MANAGEMENT6+ years Filed as: RYAN LABS Service code 28 · EIN 47-3503928 | Investment Management | $219,242 |
DODGE & COX6+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $195,620 |
US BANK6+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $105,693 |
RELIANT CONSULTING & RESEARCH6+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $89,862 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $62,300 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $56,049 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 31.37% | 19.39%+12.0pp | 11.08%+20.3pp | 19.39%+12.0pp |
| Employer contribution / active EE | $9,853 | $8,446+16.7% | $28,418-65.3% | $8,446+16.7% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |