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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $492,875 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $336,055 |
Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $315,912 |
Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVE, 1500W · BETHESDA, MD 20814 | Investment Management | $310,452 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS PARTY LTD Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $270,407 |
INVESCO4+ years Service code 28 · EIN 58-1707262 | Investment Management | $231,577 |
VERUS4+ years Service code 27 PO BOX 303 · TUALATIN, OR 97062 | Advisory (Plan) | $205,000 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-1554520 | Investment Management | $187,149 |
PANAGORA ASSET MANAGEMENT4+ years Filed as: PANAGORA Service code 10 470 ATLANTIC AVE, 8TH FLOOR · BOSTON, MA 12110 | Accounting | $164,488 |
JOSEPH L. REINHART, PC1 year Filed as: JOSEPH L REINHART Service code 29 7355 SW HERMOSA WAY · TIGARD, OR 97223 | Legal | $150,775 |
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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 | $18,026,966-100.0% | $157,995-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 41.3%-41.3pp | 1.8%-1.8pp |
| Annual return | -3.32% | 0.19%-3.5pp | 83.75%-87.1pp | 0.19%-3.5pp |
| Employer contribution / active EE | $21,360 | $13,763+55.2% | $41,592-48.6% | $13,763+55.2% |
| Participant deferral / active EE | $0 | $804-100.0% | $77-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $678-100.0% | $426-100.0% |