| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.9+ years Filed as: WILLIAM C. EARHART CO. Service code 10 · EIN 93-0509592 | Accounting | $362,263 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $281,628 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $261,805 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $259,357 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $257,411 |
PIMCO FUNDS8 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $242,552 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $236,321 |
HARBOURVEST PARTNERS LP3 years Service code 28 · EIN 74-3130888 | Investment Management | $175,555 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $138,313 |
RVK, INC.9+ years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $107,500 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 7.99% | 7.95%0pp | 20.18%-12.2pp | 9.11%-1.1pp |
| Employer contribution / active EE | $14,417 | $14,684-1.8% | $29,108-50.5% | $12,231+17.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |