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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: A & I BENEFIT PLAN ADMIN Service code 13 · EIN 93-0446761 | Contract Administrator | $429,000 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $211,223 |
GCM GROSVENOR1+ years Filed as: GROSVENOR Service code 28 · EIN 36-3795985 | Investment Management | $209,296 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $204,616 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES Service code 28 · EIN 04-1554520 | Investment Management | $181,231 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $162,876 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH L. REINHART, P.C. Service code 29 7355 SW HERMOSO WAY · TIGARD, OR 97223 | Legal | $154,387 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $146,354 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA Service code 28 470 ATLANTIC AVE 9 · BOSTON, MA 12210 | Investment Management | $122,523 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $115,723 |
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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 | $82,591-100.0% | $219,249-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 30.0%-30.0pp | 0.8%-0.8pp |
| Annual return | 0.65% | -0.60%+1.2pp | 1.50%-0.9pp | -0.60%+1.2pp |
| Employer contribution / active EE | $12,962 | $12,272+5.6% | $37,746-65.7% | $12,272+5.6% |
| Participant deferral / active EE | $0 | $416-100.0% | $87-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $0 | $717-100.0% |