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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $1,419,427 |
Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $1,395,015 |
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 28 · EIN 47-2614791 | Investment Management | $281,027 |
DEPRINCE, RACE & ZOLLO8+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $280,379 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $157,475 |
VERUS8+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $109,167 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $89,634 |
Service code 29 · EIN 91-0889948 | Legal | $89,515 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management; Custodial (oth... | $73,665 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $70,234 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 0.32% | 33.11%-32.8pp | 20.18%-19.9pp | 33.11%-32.8pp |
| Employer contribution / active EE | $12,024 | $9,000+33.6% | $29,108-58.7% | $9,000+33.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |