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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $151,751 |
Service code 13 · EIN 94-1431246 | Contract Administrator | $126,151 |
MICHELLE OCHOCINSKI2+ years Filed as: MICHELLE CHANG Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $83,893 |
WRIGHT INVESTORS SERVICE2+ years Service code 28 · EIN 06-0700978 | Investment Management | $77,284 |
DAN GAIPA2+ years Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $59,582 |
EDITH LEROUX2+ years Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $59,281 |
ANNELIE HENSLEY2+ years Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $57,661 |
ANNA MARIE ESPERSEN2+ years Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $49,951 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, LLC Service code 11 · EIN 27-3666661 | Actuarial | $47,300 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $44,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 8.43% | 11.16%-2.7pp | 14.20%-5.8pp | 23.90%-15.5pp |
| Employer contribution / active EE | $2,568 | $17,064-85.0% | $27,968-90.8% | $16,539-84.5% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |