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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $340,123 |
ELK CREEK PARTNERS, LLC3+ years Filed as: ELK CREEK PARTNERS LLC Service code 28 · EIN 26-5463196 | Investment Management | $247,527 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $220,529 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $217,657 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $203,532 |
WILLIAM C. EARHART CO., INC.3+ years Filed as: THE WILLIAM C. EARHART CO., INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $184,425 |
Service code 10 · EIN 83-0431313 | Accounting | $141,583 |
Service code 28 · EIN 91-1042342 | Investment Management | $135,473 |
BOSTON PARTNERS3+ years Filed as: BOSTON COMPANY ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $134,612 |
NEPC, LLC3+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $127,649 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.61% | 12.33%+1.3pp | 8.32%+5.3pp | 17.84%-4.2pp |
| Employer contribution / active EE | $8,955 | $11,641-23.1% | $30,793-70.9% | $14,688-39.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |