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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 52-1590516 | Accounting | $209,902 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $127,195 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $126,221 |
THE LONDON COMPANY2 years Service code 28 · EIN 90-0824693 | Investment Management | $120,498 |
Filed as: FIRST INTERSTATE BANK Service code 19 401 N 31ST STREET · BILLINGS, MT 59101 | Securities Custodian | $104,807 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 47-0875103 | Investment Management | $82,289 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT Service code 28 · EIN 46-1057753 | Investment Management | $70,813 |
Filed as: MERRILL LYNCH Service code 28 · EIN 22-6484011 | Investment Management | $54,000 |
Filed as: JOHN HANCOCK FINANCIAL Service code 28 601 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $53,121 |
TURNER, STOEVE & GAGLIARDI, P.S.3+ years Filed as: TURNER, STOEVE & GAGLIARDI Service code 29 · EIN 91-1282506 | Legal | $24,561 |
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Employer contribution per participant 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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 8.83% | 2.02%+6.8pp | -752.26%+761.1pp | 33.37%-24.5pp |
| Employer contribution / active EE | $1,438 | $12,422-88.4% | $31,802-95.5% | $11,253-87.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |