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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 10 · EIN 91-1363171 | Accounting | $717,779 |
Service code 28 · EIN 91-1042342 | Investment Management | $509,750 |
TODD EUGENE HOLT1 year Filed as: TODD ASSET MANAGEMENT LLC Service code 28 · EIN 61-1350302 | Investment Management | $298,124 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $271,579 |
Service code 28 · EIN 46-1294859 | Investment Management | $229,264 |
CAMBIAR INVESTORS LLC5+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $137,894 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $126,408 |
VERUS4 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $118,000 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $89,192 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $80,368 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 3.69% | 6.82%-3.1pp | 8.01%-4.3pp | 12.86%-9.2pp |
| Employer contribution / active EE | $16,993 | $12,695+33.9% | $29,476-42.3% | $13,687+24.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |