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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 10 · EIN 91-1363171 | Accounting | $700,431 |
Service code 28 · EIN 91-1042342 | Investment Management | $464,713 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $280,751 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $235,798 |
Filed as: THOMPSON, SIEGEL AND WALMSLEY LLC Service code 28 · EIN 54-0854396 | Investment Management | $181,378 |
CAMBIAR INVESTORS LLC1 year Service code 28 · EIN 84-1596610 | Investment Management | $179,308 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $119,444 |
FIERA CAPITAL3 years Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $118,140 |
VERUS3 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $118,000 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $86,403 |
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Annual investment return 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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -1.40% | 14.29%-15.7pp | 14.64%-16.0pp | 21.83%-23.2pp |
| Employer contribution / active EE | $17,285 | $12,083+43.1% | $41,831-58.7% | $12,237+41.3% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |