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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.3 years Filed as: THE WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $357,888 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $299,097 |
MILLIMAN, INC.2 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $275,797 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 28 · EIN 13-3200244 | Investment Management | $265,864 |
OREGON LABORERS-EMPLOYERS ADMIN LLC10+ years Service code 49 · EIN 93-6075363 | Other Services | $225,233 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $211,393 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $184,064 |
NEPC, LLC10+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $162,060 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $157,689 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $131,379 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.38% | 10.33%-2.0pp | 8.10%+0.3pp | 9.30%-0.9pp |
| Employer contribution / active EE | $9,454 | $14,972-36.9% | $28,649-67.0% | $12,551-24.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |