Filed September 22, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $150,881 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $140,888 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $138,129 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $133,560 |
KENNEDY CAPITAL MANAGEMENT2 years Filed as: KENNEDY CAPITAL MANAGEMENT INC. Service code 28 · EIN 43-1225960 | Investment Management | $117,682 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: HARDMAN JOHNSTON ASSET MANAGEMENT Service code 28 · EIN 13-3257590 | Investment Management | $73,807 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT GROUP U.S. Service code 28 · EIN 56-2475915 | Investment Management | $63,844 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $49,861 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $41,599 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $34,395 |
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| 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 | 16.07% | 9.64%+6.4pp | -102.04%+118.1pp | 33.37%-17.3pp |
| Employer contribution / active EE | $4,998 | $8,034-37.8% | $36,232-86.2% | $11,253-55.6% |
| 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% |