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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN OFFICE Service code 12 · EIN 94-3224310 | Claims processing | $912,660 |
DODGE & COX3+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $781,644 |
Service code 28 | Investment Management | $726,644 |
Filed as: INTEGRITY ASSET MANGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $561,137 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $546,551 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-0282125 | Bank Trustee | $346,505 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 01-1867445 | Investment Management | $207,252 |
Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $187,318 |
TRUCKER HUSS3+ years Service code 29 · EIN 94-3216063 | Legal | $175,003 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT CONSULTING Service code 27 · EIN 52-1868818 | Advisory (Plan) | $150,000 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 19.69% | 14.80%+4.9pp | 10.16%+9.5pp | 16.32%+3.4pp |
| Employer contribution / active EE | $5,116 | $5,344-4.3% | $33,192-84.6% | $12,766-59.9% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |