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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $325,138 |
ELK CREEK PARTNERS, LLC4+ years Filed as: ELK CREEK PARTNERS LLC Service code 28 · EIN 26-5463196 | Investment Management | $270,306 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $216,392 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $214,972 |
WILLIAM C. EARHART CO., INC.4+ years Filed as: THE WILLIAM C. EARHART CO., INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $196,254 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $194,005 |
Service code 10 · EIN 83-0431313 | Accounting | $152,633 |
Service code 28 · EIN 91-1042342 | Investment Management | $140,171 |
NEPC, LLC4+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $131,950 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $102,807 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.03% | 2.02%-7.1pp | -752.26%+747.2pp | 33.37%-38.4pp |
| Employer contribution / active EE | $9,124 | $12,422-26.5% | $31,802-71.3% | $11,253-18.9% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |