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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY5+ years Filed as: AMERICAN CENTURY INVESTMENT MGMT Service code 28 · EIN 44-0640487 | Investment Management | $368,719 |
Filed as: MERGANSER CAPITAL MGMT, LLC Service code 28 · EIN 46-3651540 | Investment Management | $358,437 |
Service code 11 · EIN 36-4291971 | Actuarial | $239,812 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $154,367 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $136,814 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $42,000 |
HANSON BRIDGETT LLP3 years Service code 29 · EIN 94-1205338 | Legal | $19,871 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 16.07% | 34.64%-18.6pp | 20.73%-4.7pp | 21.83%-5.8pp |
| Employer contribution / active EE | $11,625 | $7,654+51.9% | $36,503-68.2% | $12,237-5.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |