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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT8+ years Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $185,634 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $184,633 |
VERUS3 years Filed as: VERUS ADVISORY, INC Service code 16 · EIN 91-1320111 | Consulting | $148,500 |
WILLIAM C. EARHART CO., INC.8+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $130,018 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $71,548 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $64,352 |
COMERICA BANK8+ years Service code 18 · EIN 42-1741646 | Investment management; Custodial (sec... | $52,898 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $34,400 |
Filed as: HAMILTON LANE ADVISORS, L.L.C. Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $29,465 |
OGLETREE DEAKINS8+ years Filed as: OGLETREE, DEAKINS, NASH, ET AL. Service code 29 · EIN 57-1044820 | Legal | $28,266 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.39% | -7.95%-4.4pp | -5.85%-6.5pp | 23.41%-35.8pp |
| Employer contribution / active EE | $17,249 | $13,972+23.5% | $31,839-45.8% | $12,650+36.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |