| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042349 | Investment Management | $923,062 |
LOOMIS SAYLES9+ years Service code 28 · EIN 04-3200030 | Investment Management | $313,672 |
BENESYS, INC.9+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $312,241 |
Service code 28 · EIN 93-0646988 | Investment Management | $287,886 |
DODGE & COX9+ years Filed as: DODGE & COX INVESTMENT MANAGEMENT Service code 28 · EIN 94-1441976 | Investment Management | $212,515 |
SLC MANAGEMENT1 year Filed as: SLC MANAGEMENT (U.S.) LLC Service code 28 500 FIFTH AVENUE, SUITE 2500 · NEW YORK, NY 10110 | Investment Management | $202,407 |
US BANK9+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $130,353 |
RELIANT CONSULTING & RESEARCH9+ years Filed as: RELIANT CONSULTING Service code 27 · EIN 91-6061344 | Advisory (Plan) | $99,074 |
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $75,600 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 | Investment Management | $62,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.28% | 10.33%+1.9pp | 8.10%+4.2pp | 9.30%+3.0pp |
| Employer contribution / active EE | $13,105 | $14,972-12.5% | $28,649-54.3% | $12,551+4.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |