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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX3+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $149,008 |
Service code 13 · EIN 94-1431246 | Contract Administrator | $136,748 |
MICHELLE OCHOCINSKI3+ years Filed as: MICHELLE CHANG Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $82,572 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, LLC Service code 11 · EIN 27-3666661 | Actuarial | $77,850 |
WRIGHT INVESTORS SERVICE3+ years Service code 28 · EIN 06-1444342 | Investment Management | $73,586 |
DAN GAIPA3+ years Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $60,658 |
ANNELIE HENSLEY3+ years Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $58,574 |
EDITH LEROUX3+ years Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $57,903 |
ANNA MARIE ESPERSEN3+ years Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $52,766 |
US BANK3+ 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.
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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | 4.52% | 4.52%0pp | -0.70%+5.2pp | 0.19%+4.3pp |
| Employer contribution / active EE | $3,483 | $13,719-74.6% | $28,903-87.9% | $13,763-74.7% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |