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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 28 · EIN 13-3200244 | Investment Management | $352,696 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $239,112 |
WILLIAM C. EARHART CO., INC.2 years Filed as: THE WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $218,531 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $199,376 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $197,119 |
Service code 49 · EIN 83-0431313 | Other Services | $161,573 |
NEPC, LLC9+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $156,473 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $129,331 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $87,966 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $86,699 |
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Employer contribution per participant 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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 15.91% | 7.95%+8.0pp | 20.18%-4.3pp | 9.11%+6.8pp |
| Employer contribution / active EE | $8,940 | $14,684-39.1% | $29,108-69.3% | $12,231-26.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |