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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES4 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $227,779 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 20-8941519 | Investment Management | $196,669 |
VERUS2 years Filed as: VERUS ADVISORY, INC Service code 16 · EIN 91-1320111 | Consulting | $148,500 |
WILLIAM C. EARHART CO., INC.7+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $130,371 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $74,071 |
COMERICA BANK7+ years Service code 18 · EIN 42-1741646 | Direct payment from the plan; Custodi... | $70,092 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $66,751 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $33,450 |
OGLETREE DEAKINS7+ years Filed as: OGLETREE, DEAKINS, NASH, ET AL. Service code 29 · EIN 57-1044820 | Legal | $30,917 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $14,277 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.74% | 19.37%-6.6pp | 11.08%+1.7pp | 15.63%-2.9pp |
| Employer contribution / active EE | $14,929 | $13,107+13.9% | $28,418-47.5% | $11,476+30.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |