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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Service code 13 · EIN 38-2383171 | Contract Administrator | $440,102 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $334,088 |
IFM INVESTORS PTY LTD3 years Filed as: IFM INVESTORS PARTY LTD Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $220,887 |
VERUS6+ years Service code 27 PO BOX 303 · TUALATIN, OR 97062 | Advisory (Plan) | $205,000 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-1554520 | Investment Management | $179,870 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 58-1707262 | Investment Management | $178,052 |
KILMER, VOORHEES & LAURICK6+ years Service code 49 732 NW 19TH AVE · PORTLAND, OR 97209 | Other Services | $169,944 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVE, 1500W · BETHESDA, MD 20814 | Investment Management | $167,432 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $135,446 |
PANAGORA ASSET MANAGEMENT6+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 470 ATLANTIC AVE, 8TH FLOOR · BOSTON, MA 12110 | Investment Management | $127,762 |
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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 | $2,822,362-100.0% | $229,060-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 27.3%-27.3pp | 0.6%-0.6pp |
| Annual return | 11.75% | 11.45%+0.3pp | 7.48%+4.3pp | 11.45%+0.3pp |
| Employer contribution / active EE | $28,302 | $17,219+64.4% | $39,603-28.5% | $17,219+64.4% |
| Participant deferral / active EE | $0 | $357-100.0% | $172-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,197-100.0% | $15,480-100.0% |