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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $1,159,837 |
Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $1,148,045 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 28 · EIN 47-2614791 | Investment Management | $576,720 |
DEPRINCE, RACE & ZOLLO7+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $286,829 |
ENTRUST PARTNERS OFFSHORE LP2 years Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE, L Service code 28 · EIN 90-0644478 | Investment Management | $127,413 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $118,295 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $107,271 |
Service code 29 · EIN 91-0889948 | Legal | $104,182 |
VERUS7+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $95,000 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $69,413 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -0.36% | -14.80%+14.4pp | -5.85%+5.5pp | -14.80%+14.4pp |
| Employer contribution / active EE | $11,208 | $8,996+24.6% | $31,839-64.8% | $8,996+24.6% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |