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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $406,640 |
MERGANSER CAPITAL MANAGEMENT2 years Filed as: MERGANSER CAPITAL MGMT, LLC Service code 28 · EIN 46-3651540 | Investment Management | $348,755 |
AMERICAN CENTURY6+ years Filed as: AMERICAN CENTURY INVESTMENT MGMT Service code 28 · EIN 44-0640487 | Investment Management | $278,949 |
Service code 12 · EIN 13-3689044 | Trustee (bank, trust company, or simi... | $246,177 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $82,900 |
US BANK6+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $62,836 |
HANSON BRIDGETT LLP4 years Service code 29 · EIN 94-1205338 | Legal | $26,831 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 3.29% | 12.77%-9.5pp | 90.61%-87.3pp | 12.86%-9.6pp |
| Employer contribution / active EE | $12,568 | $8,963+40.2% | $32,730-61.6% | $13,687-8.2% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |