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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $1,012,139 |
Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $972,372 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 28 · EIN 47-2614791 | Investment Management | $299,965 |
Service code 28 · EIN 26-2237421 | Investment Management | $254,252 |
DEPRINCE, RACE & ZOLLO3+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $192,479 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $118,817 |
VERUS3+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $95,000 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 · EIN 22-3367558 | Investment Management | $83,684 |
Filed as: LAW OFFICE OF RICHARD A EKMAN, P.S. Service code 29 · EIN 91-1321138 | Legal | $74,107 |
Service code 29 · EIN 91-0889948 | Legal | $56,225 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 10.61% | 2.02%+8.6pp | -752.26%+762.9pp | 33.37%-22.8pp |
| Employer contribution / active EE | $8,978 | $12,422-27.7% | $31,802-71.8% | $11,253-20.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |