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| Provider | Service type | Compensation |
|---|---|---|
INDURE FUND8+ years Service code 28 900 TH ST NW · WASHINGTON, DC 20001 | Investment Management | $427,285 |
NEUBERGER BERMAN2 years Service code 26 · EIN 82-2900910 | Advisory (Participants) | $382,445 |
Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $220,834 |
MATRIX TRUST COMPANY7 years Filed as: BROADRIDGE Service code 19 · EIN 75-3182674 | Securities Custodian | $158,478 |
UNITED ADMINISTRATIVE SERVICES8+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $154,284 |
AB FUNDS7 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $117,143 |
LOOMIS SAYLES7 years Service code 28 4 ORINDA WAY, SUITE 200-A · ORINDA, CA 94563 | Investment Management | $114,140 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $111,151 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 400 GALLERIA PARKWAY SUITE 1470 · ALANTA, GA 303391700 | Advisory (Plan) | $110,000 |
Filed as: PARAMETRIC Service code 28 800 FIFTH AVE, SUITE 2800 · SEATTLE, WA 98104 | Investment Management | $105,425 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -15.02% | -7.95%-7.1pp | -5.85%-9.2pp | 23.41%-38.4pp |
| Employer contribution / active EE | $21,081 | $13,972+50.9% | $31,839-33.8% | $12,650+66.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |