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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $1,489,529 |
Service code 28 · EIN 91-1045342 | Investment Management | $1,394,294 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 28 · EIN 47-2614791 | Investment Management | $324,725 |
DEPRINCE, RACE & ZOLLO9+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $320,874 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $177,828 |
VERUS9+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $105,000 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $92,326 |
Service code 29 · EIN 91-0889948 | Legal | $80,573 |
US BANK4 years Service code 19 · EIN 31-0841368 | Securities Custodian | $72,527 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); Ot... | $60,146 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.07% | 10.33%+3.7pp | 8.10%+6.0pp | 9.30%+4.8pp |
| Employer contribution / active EE | $12,051 | $14,972-19.5% | $28,649-57.9% | $12,551-4.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |