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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $1,240,242 |
Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $1,100,433 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 28 · EIN 47-2614791 | Investment Management | $469,700 |
DEPRINCE, RACE & ZOLLO6+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $229,290 |
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $139,093 |
Filed as: SCHRODER Service code 28 · EIN 98-1528343 | Investment Management | $130,547 |
VERUS6+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $95,000 |
Service code 29 · EIN 91-0889948 | Legal | $82,827 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $79,469 |
Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE, L Service code 28 · EIN 90-0644478 | Investment Management | $77,792 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 28.94% | 19.39%+9.6pp | 11.08%+17.9pp | 19.39%+9.6pp |
| Employer contribution / active EE | $11,188 | $8,446+32.5% | $28,418-60.6% | $8,446+32.5% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |