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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN OFFICE Service code 12 · EIN 94-3224310 | Claims processing | $883,920 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $714,711 |
Service code 28 | Investment Management | $614,417 |
INTEGRITY ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2700161 | Investment Management | $456,699 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $446,371 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-0282125 | Bank Trustee | $278,118 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $183,453 |
Filed as: TOWERS WATSON INVESTMENT CONSULTING Service code 27 · EIN 52-1868818 | Advisory (Plan) | $150,000 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $132,714 |
TRUCKER HUSS2+ years Service code 29 · EIN 94-3216063 | Legal | $77,814 |
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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 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 7.19% | 10.84%-3.7pp | 5.00%+2.2pp | 5.86%+1.3pp |
| Employer contribution / active EE | $6,836 | $5,136+33.1% | $35,918-81.0% | $10,137-32.6% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |