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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $1,177,564 |
Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $1,047,565 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 28 · EIN 47-2614791 | Investment Management | $413,554 |
Service code 28 · EIN 26-2237421 | Investment Management | $206,605 |
DEPRINCE, RACE & ZOLLO5+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $192,784 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $121,975 |
VERUS5+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $95,000 |
Service code 29 · EIN 91-0889948 | Legal | $76,499 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $51,319 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $25,178 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -3.27% | 6.00%-9.3pp | 8.01%-11.3pp | 5230.06%-5233.3pp |
| Employer contribution / active EE | $9,871 | $14,010-29.5% | $29,476-66.5% | $10,491-5.9% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |