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| Provider | Service type | Compensation |
|---|---|---|
INVESCO10+ years Service code 28 · EIN 46-3793325 | Investment Management | $429,589 |
BENESYS, INC.9 years Service code 13 · EIN 32-2383171 | Contract Administrator | $357,025 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $261,049 |
VERUS4 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $235,000 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $230,814 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN INVESTMENTS MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $214,259 |
ASB CAPITAL MANAGEMENT4 years Service code 28 7501 WISCONSIN AVE, 1500W · BETHESDA, MD 20814 | Investment Management | $187,787 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $167,528 |
Filed as: WILLIAM C. EARHART Service code 13 · EIN 93-0509592 | Contract Administrator | $152,313 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $131,656 |
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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 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 4.08% | 8.76%-4.7pp | 7.19%-3.1pp | 8.76%-4.7pp |
| Employer contribution / active EE | $15,954 | $16,664-4.3% | $35,958-55.6% | $16,664-4.3% |
| Participant deferral / active EE | $0 | $948-100.0% | $162-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |