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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 10 · EIN 91-1363171 | Accounting | $741,785 |
Service code 28 · EIN 91-1042342 | Investment Management | $538,363 |
TODD EUGENE HOLT2 years Filed as: TODD ASSET MANAGEMENT LLC Service code 28 · EIN 61-1350302 | Investment Management | $434,587 |
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $343,602 |
Service code 28 · EIN 46-1294859 | Investment Management | $279,647 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $167,930 |
CAMBIAR INVESTORS LLC6+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $149,296 |
VERUS5 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $121,833 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $118,788 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $94,136 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 28.14% | 19.37%+8.8pp | 11.08%+17.1pp | 15.63%+12.5pp |
| Employer contribution / active EE | $13,572 | $13,107+3.5% | $28,418-52.2% | $11,476+18.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |