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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $180,364 |
VERUS1 year Filed as: VERUS ADVISORY, INC Service code 16 · EIN 91-1320111 | Consulting | $143,492 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 56-1557450 | Investment Management | $138,192 |
WILLIAM C. EARHART CO., INC.6+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $128,804 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $87,175 |
COMERICA BANK6+ years Service code 18 · EIN 42-1741646 | Investment management; Direct payment... | $63,047 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $62,176 |
OGLETREE DEAKINS6+ years Filed as: OGLETREE, DEAKINS, NASH, ET AL. Service code 29 · EIN 57-1044820 | Legal | $34,294 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $31,945 |
METROPRESORT1 year Service code 36 3506 NW 35TH AVE · PORTLAND, OR 97210 | Direct payment from the plan; Copying... | $16,182 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.28% | 6.82%+4.5pp | 8.01%+3.3pp | 12.86%-1.6pp |
| Employer contribution / active EE | $13,611 | $12,695+7.2% | $29,476-53.8% | $13,687-0.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |