| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALASKA TEAMSTER ESC Service code 14 · EIN 92-0046048 | Plan Administrator | $687,663 |
Filed as: JP MORGAN Service code 27 277 PARK AVENUE · NEW YORK, NY 10012 | Advisory (Plan) | $265,561 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D. BILLER & ASSOCIATES Service code 11 · EIN 94-2854958 | Actuarial | $225,000 |
BENESYS, INC.9+ years Filed as: BENESYS Service code 23 · EIN 38-2383171 | Insurance services; Direct payment fr... | $186,179 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $183,734 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $173,738 |
GLOBAL TRUST COMPANY1 year Filed as: GLOBAL TRUST Service code 28 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Investment Management | $137,314 |
Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $84,598 |
US BANK2 years Service code 28 · EIN 31-0841368 555 SW OAK STREET · PORTLAND, OR 97204 | Investment Management | $27,452 |
PARKER, SMITH & FEEK4 years Service code 22 · EIN 87-2544519 | Insurance Broker | $21,168 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.07% | 5.34%+4.7pp | 9.17%+0.9pp | 9.30%+0.8pp |
| Employer contribution / active EE | $11,843 | $9,329+26.9% | $40,523-70.8% | $12,551-5.6% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |