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| Provider | Service type | Compensation |
|---|---|---|
INDURE FUND4+ years Service code 28 900 7TH ST NW · WASHINGTON, DC 20001 | Investment Management | $304,444 |
PANAGORA ASSET MANAGEMENT4+ years Service code 28 · EIN 04-3063840 | Investment Management | $228,021 |
SOUTHERN SUN ASSET MANAGEMENT4+ years Service code 28 · EIN 27-2990431 | Investment Management | $180,350 |
UNITED ADMINISTRATIVE SERVICES4+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $149,166 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $144,952 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $120,739 |
LOOMIS SAYLES3 years Service code 28 4 ORINDA WAY, SUITE 200-A · ORINDA, CA 94563 | Investment Management | $119,351 |
MARCO CONSULTING GROUP4+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $110,000 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $98,907 |
KAUFMANN & GOBLE4+ years Service code 11 · EIN 94-2614826 | Actuarial | $97,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.20% | 2.02%-6.2pp | -752.26%+748.1pp | 33.37%-37.6pp |
| Employer contribution / active EE | $20,039 | $12,422+61.3% | $31,802-37.0% | $11,253+78.1% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |