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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: J.P. MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $323,654 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $241,987 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $233,837 |
ELK CREEK PARTNERS, LLC5+ years Filed as: ELK CREEK PARTNERS LLC Service code 28 · EIN 26-5463196 | Investment Management | $222,347 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $220,902 |
WILLIAM C. EARHART CO., INC.5+ years Filed as: THE WILLIAM C. EARHART CO., INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $205,555 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $158,141 |
Service code 28 · EIN 91-1042342 | Investment Management | $148,862 |
Service code 10 · EIN 83-0431313 | Accounting | $148,378 |
NEPC, LLC5+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $135,387 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.79% | 12.20%+4.6pp | 10.56%+6.2pp | 21.83%-5.0pp |
| Employer contribution / active EE | $8,829 | $12,801-31.0% | $30,199-70.8% | $12,237-27.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |