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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN INVESTMENT MGMT. INC. Service code 28 · EIN 13-3200244 | Investment Management | $257,042 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 26 · EIN 04-3200030 | Advisory (Participants) | $254,897 |
ELK CREEK PARTNERS, LLC2+ years Filed as: ELK CREEK PARTNERS LLC Service code 28 · EIN 27-5463196 | Investment Management | $207,705 |
WILLIAM C. EARHART CO., INC.2+ years Filed as: THE WILLIAM C. EARHART CO., INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $181,970 |
Service code 10 · EIN 83-0431313 | Accounting | $178,199 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $171,087 |
Service code 28 · EIN 91-1042342 | Investment Management | $151,390 |
BOSTON PARTNERS2+ years Filed as: BOSTON COMPANY ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $126,874 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $126,372 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $111,204 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.09% | 3.63%+3.5pp | 4.16%+2.9pp | 9.19%-2.1pp |
| Employer contribution / active EE | $9,031 | $11,363-20.5% | $29,966-69.9% | $12,608-28.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |