| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $275,349 |
WILLIAM C. EARHART CO., INC.3+ years Filed as: WILLIAM C. EARHART CO. Service code 10 · EIN 93-0509592 | Accounting | $246,464 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 7501 WISCONSIN AVE SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $243,555 |
IRON BRIDGE CAPITAL MANAGEMENT3+ years Filed as: IRONBRIDGE CAPITAL MANAGEMENT LP Service code 28 · EIN 36-4255832 | Investment Management | $239,901 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $209,030 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $149,366 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $106,519 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $100,163 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $97,821 |
RVK, INC.3+ 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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.39% | 12.33%+1.1pp | 8.32%+5.1pp | 17.84%-4.5pp |
| Employer contribution / active EE | $10,991 | $11,641-5.6% | $30,793-64.3% | $14,688-25.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |