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| Provider | Service type | Compensation |
|---|---|---|
INDURE FUND6+ years Service code 28 900 7TH ST NW · WASHINGTON, DC 20001 | Investment Management | $414,105 |
PANAGORA ASSET MANAGEMENT6+ years Service code 28 · EIN 04-3063840 | Investment Management | $263,878 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $239,903 |
MATRIX TRUST COMPANY6+ years Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $198,483 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $195,164 |
UNITED ADMINISTRATIVE SERVICES6+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $153,949 |
LOOMIS SAYLES5 years Service code 28 4 ORINDA WAY, SUITE 200-A · ORINDA, CA 94563 | Investment Management | $119,242 |
MARCO CONSULTING GROUP6+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $110,000 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $77,000 |
Filed as: PARAMETRIC PORTFOLIO Service code 28 3600 MINNESOTA DRIVE SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $63,591 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.50% | 6.82%+6.7pp | 8.01%+5.5pp | 12.86%+0.6pp |
| Employer contribution / active EE | $19,249 | $12,695+51.6% | $29,476-34.7% | $13,687+40.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |