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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 10 · EIN 52-1590516 | Accounting | $206,639 |
US BANK5 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $199,980 |
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $153,141 |
BRANDYWINE GLOBAL INVESTMENT MGMT10+ years Service code 28 · EIN 51-0412248 | Investment Management | $130,708 |
Service code 28 · EIN 91-1042342 | Investment Management | $97,095 |
MILLIMAN, INC.7 years Service code 11 · EIN 91-0675641 | Actuarial | $91,305 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $83,398 |
Filed as: QUEST INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 93-0880854 | Investment Management | $82,445 |
ALLSPRING5 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 333 SOUTH GRAND AVENUE, SUITE 2000 · LOS ANGELES, CA 90071 | Investment Management | $69,278 |
Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $48,151 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 5.44% | 10.13%-4.7pp | 9.03%-3.6pp | 8.87%-3.4pp |
| Employer contribution / active EE | $6,815 | $15,383-55.7% | $26,284-74.1% | $15,740-56.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |