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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $166,434 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557450 | Investment Management | $165,077 |
VERUS2 years Filed as: VERUS CAPITAL Service code 16 · EIN 91-1320111 | Consulting | $135,000 |
WILLIAM C. EARHART CO., INC.5+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $122,324 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $109,758 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $64,018 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0618452 | Investment Management | $60,547 |
OGLETREE DEAKINS5+ years Filed as: OGLETREE, DEAKINS, NASH, ET AL. Service code 29 · EIN 57-1044820 | Legal | $48,832 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $32,245 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $24,353 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.48% | 12.20%+5.3pp | 10.56%+6.9pp | 21.83%-4.4pp |
| Employer contribution / active EE | $12,314 | $12,801-3.8% | $30,199-59.2% | $12,237+0.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |