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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $276,118 |
Filed as: JP MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $271,575 |
WILLIAM C. EARHART CO., INC.7+ years Filed as: THE WILLIAM C. EARHART CO., INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $221,715 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $177,855 |
Service code 28 · EIN 91-1042342 | Investment Management | $162,407 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $155,576 |
Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $137,827 |
NEPC, LLC7+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $136,962 |
Service code 10 · EIN 83-0431313 | Accounting | $132,978 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $119,521 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 11.26% | 19.37%-8.1pp | 11.08%+0.2pp | 15.63%-4.4pp |
| Employer contribution / active EE | $8,626 | $13,107-34.2% | $28,418-69.6% | $11,476-24.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |