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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $890,718 |
Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $804,499 |
Service code 28 · EIN 26-2237421 | Investment Management | $245,013 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $169,324 |
DEPRINCE, RACE & ZOLLO2+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $167,628 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 28 · EIN 47-2614791 | Investment Management | $145,362 |
Filed as: RAINIER INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 46-4242069 | Investment Management | $140,847 |
Filed as: LAW OFFICE OF RICHARD A EKMAN, P.S. Service code 29 · EIN 91-1321138 | Legal | $140,069 |
VERUS2+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $95,000 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 · EIN 22-3367558 | Investment Management | $79,719 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.54% | 12.33%-1.8pp | 8.32%+2.2pp | 17.84%-7.3pp |
| Employer contribution / active EE | $8,267 | $11,641-29.0% | $30,793-73.2% | $14,688-43.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |