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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN1 year Service code 26 · EIN 82-2900910 | Advisory (Participants) | $425,191 |
INDURE FUND7+ years Service code 28 900 7TH ST NW · WASHINGTON, DC 20001 | Investment Management | $350,954 |
PANAGORA ASSET MANAGEMENT7+ years Service code 28 · EIN 04-3063840 | Investment Management | $259,233 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $214,754 |
MATRIX TRUST COMPANY7+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $167,557 |
UNITED ADMINISTRATIVE SERVICES7+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $153,014 |
AB FUNDS6 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $127,292 |
LOOMIS SAYLES6 years Service code 28 4 ORINDA WAY, SUITE 200-A · ORINDA, CA 94563 | Investment Management | $122,665 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $112,203 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 400 GALLERIA PARKWAY SUITE 1470 · ALANTA, GA 303391700 | Advisory (Plan) | $110,000 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.99% | 19.37%-5.4pp | 11.08%+2.9pp | 15.63%-1.6pp |
| Employer contribution / active EE | $20,816 | $13,107+58.8% | $28,418-26.7% | $11,476+81.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |