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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-2237421 | Investment Management | $415,670 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $212,289 |
UNITED ADMINISTRATIVE SERVICES9+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $163,209 |
DWS FUNDS1 year Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $150,256 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $130,305 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $128,492 |
AB FUNDS8 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $118,052 |
LOOMIS SAYLES8 years Service code 28 · EIN 04-3200030 | Investment Management | $112,483 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $110,000 |
Service code 28 · EIN 20-0292745 | Investment Management | $100,964 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 7.36% | 7.95%-0.6pp | 20.18%-12.8pp | 9.11%-1.7pp |
| Employer contribution / active EE | $18,637 | $14,684+26.9% | $29,108-36.0% | $12,231+52.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |