| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042349 | Investment Management | $883,161 |
LOOMIS SAYLES8+ years Service code 28 · EIN 04-3200030 | Investment Management | $298,742 |
BENESYS, INC.8+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $297,598 |
Service code 28 · EIN 93-0646988 | Investment Management | $292,273 |
RYAN LABS ASSET MANAGEMENT8+ years Filed as: RYAN LABS Service code 28 · EIN 47-3503928 | Investment Management | $280,789 |
DODGE & COX8+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $210,418 |
RELIANT CONSULTING & RESEARCH8+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $123,081 |
US BANK8+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $119,438 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $71,500 |
Service code 29 · EIN 91-0889948 | Legal | $61,858 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -1.12% | 7.95%-9.1pp | 20.18%-21.3pp | 9.11%-10.2pp |
| Employer contribution / active EE | $12,451 | $14,684-15.2% | $29,108-57.2% | $12,231+1.8% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |