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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 36-4291971 | Actuarial | $404,090 |
AMERICAN CENTURY4+ years Filed as: AMERICAN CENTURY INVESTMENT MGMT Service code 28 · EIN 44-0640487 | Investment Management | $305,992 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $226,544 |
MERGANSER CAPITAL MANAGEMENT4+ years Filed as: MERGANSER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 46-3651540 | Investment Management | $189,553 |
HANSON BRIDGETT LLP2 years Service code 29 · EIN 94-1205338 | Legal | $180,231 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $70,818 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $66,974 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $24,616 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $12,500 |
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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 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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -18.88% | 9.64%-28.5pp | -102.04%+83.2pp | 33.37%-52.2pp |
| Employer contribution / active EE | $18,865 | $8,034+134.8% | $36,232-47.9% | $11,253+67.6% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |