| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.10+ years Filed as: WILLIAM C. EARHART CO. Service code 10 · EIN 93-0509592 | Accounting | $527,713 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 21 · EIN 57-1187281 | Bank Trustee | $299,766 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $280,022 |
PIMCO FUNDS9 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $258,480 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $245,291 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 | Investment Management | $220,942 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $220,229 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $144,356 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE GROUP, INC Service code 28 · EIN 65-1218396 | Investment Management | $139,710 |
Filed as: GUGGENHEIM PARTNERS INVST MGMT LLC Service code 28 · EIN 80-0644053 | Investment Management | $123,317 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.02% | 10.33%-0.3pp | 8.10%+1.9pp | 9.30%+0.7pp |
| Employer contribution / active EE | $16,718 | $14,972+11.7% | $28,649-41.6% | $12,551+33.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |