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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 10 · EIN 91-1363171 | Accounting | $943,080 |
Service code 28 · EIN 91-1042342 | Investment Management | $634,439 |
TODD EUGENE HOLT4 years Filed as: TODD ASSET MANAGEMENT LLC Service code 28 · EIN 61-1350302 | Investment Management | $403,218 |
LOOMIS SAYLES7 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $256,147 |
Service code 28 · EIN 46-1294859 | Investment Management | $185,092 |
US BANK5 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $137,218 |
VERUS7 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $123,750 |
PANAGORA ASSET MANAGEMENT5 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $120,756 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $102,886 |
CAMBIAR INVESTORS LLC8+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $73,012 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.93% | 7.95%-1.0pp | 20.18%-13.2pp | 9.11%-2.2pp |
| Employer contribution / active EE | $14,476 | $14,684-1.4% | $29,108-50.3% | $12,231+18.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |