| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.1+ years Filed as: WILLIAM C. EARHART CO. Service code 10 · EIN 93-0509592 | Accounting | $208,544 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 7501 WISCONSIN AVE SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $196,509 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $193,920 |
IRON BRIDGE CAPITAL MANAGEMENT1+ years Filed as: IRONBRIDGE CAPITAL MANAGEMENT LP Service code 28 · EIN 36-4255832 | Investment Management | $192,865 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $127,573 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $109,566 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $93,625 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $92,856 |
MCMORGAN & COMPANY LLC1+ years Service code 28 · EIN 52-2334338 | Investment Management | $92,669 |
RVK, INC.1+ years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 27 · EIN 93-0910651 | Advisory (Plan) | $90,000 |
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.10% | 1.36%-1.5pp | -1.61%+1.5pp | 1.67%-1.8pp |
| Employer contribution / active EE | $8,659 | $10,832-20.1% | $30,840-71.9% | $10,506-17.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |