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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Service code 13 · EIN 38-2383171 | Contract Administrator | $438,825 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $329,160 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVE, 1500W · BETHESDA, MD 20814 | Investment Management | $252,529 |
KILMER, VOORHEES & LAURICK5+ years Service code 49 732 NW 19TH AVE · PORTLAND, OR 97209 | Other Services | $236,543 |
IFM INVESTORS PTY LTD2 years Filed as: IFM INVESTORS PARTY LTD Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $220,887 |
VERUS5+ years Service code 27 PO BOX 303 · TUALATIN, OR 97062 | Advisory (Plan) | $205,000 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $198,547 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-1554520 | Investment Management | $187,690 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 58-1707262 | Investment Management | $176,965 |
PANAGORA ASSET MANAGEMENT5+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 470 ATLANTIC AVE, 8TH FLOOR · BOSTON, MA 12110 | Investment Management | $138,489 |
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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 | $3,370,408-100.0% | $192,455-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 27.6%-27.6pp | 1.2%-1.2pp |
| Annual return | 15.84% | 53.27%-37.4pp | 50.81%-35.0pp | 53.27%-37.4pp |
| Employer contribution / active EE | $20,733 | $14,774+40.3% | $42,739-51.5% | $14,774+40.3% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $90-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,268-100.0% | $13,289-100.0% |