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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENT MGMT Service code 28 · EIN 44-0640487 | Investment Management | $457,568 |
Service code 11 · EIN 94-3253397 | Actuarial | $256,508 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $248,827 |
MERGANSER CAPITAL MANAGEMENT2+ years Filed as: MERGANSER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 46-3651540 | Investment Management | $229,220 |
Service code 14 · EIN 13-3689044 | Plan Administrator | $181,102 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $97,642 |
Service code 28 · EIN 36-4199761 | Investment Management | $85,114 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $22,500 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $17,503 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 7.56% | 9.41%-1.9pp | 5.00%+2.6pp | 9.19%-1.6pp |
| Employer contribution / active EE | $15,625 | $8,353+87.1% | $35,918-56.5% | $12,608+23.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |