| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.7+ years Filed as: WILLIAM C. EARHART CO. Service code 10 · EIN 93-0509592 | Accounting | $318,414 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $287,700 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $276,089 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $273,607 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $245,824 |
MILLIMAN, INC.7+ 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 | $163,323 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $144,915 |
HARBOURVEST PARTNERS LP1 year Service code 28 · EIN 74-3130888 | Investment Management | $141,605 |
US BANK7+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $110,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 11.91% | 19.37%-7.5pp | 11.08%+0.8pp | 15.63%-3.7pp |
| Employer contribution / active EE | $13,327 | $13,107+1.7% | $28,418-53.1% | $11,476+16.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |