| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $920,673 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $467,637 |
TYGH CAPITAL MANAGEMENT4 years Filed as: TYGH CAPITAL MANAGEMENT, INC. Service code 51 · EIN 41-2139219 | Investment Mgmt Fees | $362,730 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $228,932 |
Filed as: WESTERN ASSET MANAGEMENT CO, LLC Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $221,642 |
US BANK4 years Service code 19 · EIN 31-0841368 | Securities Custodian | $207,482 |
MILLIMAN, INC.4 years Service code 11 · EIN 91-0675641 | Actuarial | $199,090 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 27-0534067 | Investment Management | $185,836 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENT CORPORATION Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $154,477 |
DIMENSIONAL FUND ADVISORS4 years Service code 51 · EIN 30-0447847 | Investment Mgmt Fees | $141,003 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 17.01% | 6.82%+10.2pp | 8.01%+9.0pp | 12.86%+4.2pp |
| Employer contribution / active EE | $18,964 | $12,695+49.4% | $29,476-35.7% | $13,687+38.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |