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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS4 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $328,291 |
PANAGORA ASSET MANAGEMENT5+ years Service code 28 · EIN 04-3063840 | Investment Management | $251,861 |
INDURE FUND5+ years Service code 28 900 7TH ST NW · WASHINGTON, DC 20001 | Investment Management | $245,615 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $174,715 |
UNITED ADMINISTRATIVE SERVICES5+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $148,972 |
LOOMIS SAYLES4 years Service code 28 4 ORINDA WAY, SUITE 200-A · ORINDA, CA 94563 | Investment Management | $124,809 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $116,868 |
MARCO CONSULTING GROUP5+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $110,000 |
KRAW LAW GROUP5+ years Service code 29 · EIN 77-0171216 | Legal | $50,465 |
Filed as: PARAMETRIC PORTFOLIO Service code 28 3600 MINNESOTA DRIVE SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $44,664 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.98% | 12.20%+4.8pp | 10.56%+6.4pp | 21.83%-4.9pp |
| Employer contribution / active EE | $21,000 | $12,801+64.1% | $30,199-30.5% | $12,237+71.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |