| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.6+ years Filed as: WILLIAM C. EARHART CO. Service code 10 · EIN 93-0509592 | Accounting | $296,537 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $270,594 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $270,372 |
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $252,201 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $236,332 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $230,047 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $126,015 |
US BANK6+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $104,063 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $96,830 |
RVK, INC.6+ years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 27 · EIN 93-0910651 | Advisory (Plan) | $90,000 |
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 | 11.70% | 6.82%+4.9pp | 8.01%+3.7pp | 12.86%-1.2pp |
| Employer contribution / active EE | $12,271 | $12,695-3.3% | $29,476-58.4% | $13,687-10.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |