| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $865,537 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $430,630 |
TYGH CAPITAL MANAGEMENT3 years Filed as: TYGH CAPITAL MANAGEMENT, INC. Service code 51 · EIN 41-2139219 | Investment Mgmt Fees | $350,420 |
Filed as: MELLON INVESTMENT CORPORATION Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $297,659 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $226,797 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 27-0534067 | Investment Management | $202,086 |
Filed as: WESTERN ASSET MANAGEMENT CO, LLC Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $185,919 |
DIMENSIONAL FUND ADVISORS3 years Service code 51 · EIN 30-0447847 | Investment Mgmt Fees | $179,875 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $168,662 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $154,962 |
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 | 18.76% | 12.20%+6.6pp | 10.56%+8.2pp | 21.83%-3.1pp |
| Employer contribution / active EE | $18,791 | $12,801+46.8% | $30,199-37.8% | $12,237+53.6% |
| 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% |