| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $961,925 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $442,125 |
TYGH CAPITAL MANAGEMENT2 years Filed as: TYGH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-2139219 | Investment Management | $333,954 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Service code 28 · EIN 01-0614895 | Investment Management | $253,577 |
BOSTON PARTNERS2 years Filed as: THE BOSTON COMPANY ASSET MGMT Service code 28 · EIN 04-3404987 | Investment Management | $248,828 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 27-0534067 | Investment Management | $242,708 |
DIMENSIONAL FUND ADVISORS2 years Service code 28 · EIN 30-0447847 | Investment Management | $193,248 |
Filed as: WESTERN ASSET MANAGEMENT CO, LLC Service code 28 · EIN 52-1200960 | Investment Management | $151,931 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $138,829 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $131,637 |
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.90% | 2.02%-5.9pp | -752.26%+748.4pp | 33.37%-37.3pp |
| Employer contribution / active EE | $19,519 | $12,422+57.1% | $31,802-38.6% | $11,253+73.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |