| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042349 | Investment Management | $831,389 |
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $322,740 |
Service code 28 · EIN 93-0646988 | Investment Management | $309,742 |
BENESYS, INC.7+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $268,348 |
DODGE & COX7+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $210,333 |
RYAN LABS ASSET MANAGEMENT7+ years Filed as: RYAN LABS Service code 28 · EIN 47-3503928 | Investment Management | $191,986 |
US BANK7+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $138,866 |
RELIANT CONSULTING & RESEARCH7+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $88,017 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $65,100 |
Service code 29 · EIN 91-0889948 | Legal | $56,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -3.60% | -7.95%+4.4pp | -5.85%+2.2pp | 23.41%-27.0pp |
| Employer contribution / active EE | $11,490 | $13,972-17.8% | $31,839-63.9% | $12,650-9.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |