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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 36-4291971 | Actuarial | $377,996 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENT MGMT Service code 28 · EIN 44-0640487 | Investment Management | $371,651 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Trustee... | $280,265 |
Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $279,677 |
MERGANSER CAPITAL MANAGEMENT3+ years Filed as: MERGANSER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 46-3651540 | Investment Management | $252,674 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $111,386 |
HANSON BRIDGETT LLP1 year Service code 29 · EIN 94-1205338 | Legal | $91,839 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $42,999 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $9,000 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.40% | 26.60%-14.2pp | 10.16%+2.2pp | 17.84%-5.4pp |
| Employer contribution / active EE | $17,819 | $7,232+146.4% | $33,192-46.3% | $14,688+21.3% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |