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| Provider | Service type | Compensation |
|---|---|---|
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $177,955 |
DWS FUNDS2 years Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $141,315 |
VERUS7 years Service code 28 · EIN 91-1320111 | Investment Management | $136,539 |
NWPS4 years Service code 11 · EIN 91-2090931 | Actuarial | $126,600 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $123,431 |
ARROWSTREET CAPITAL10+ years Service code 28 · EIN 04-3472863 | Investment Management | $122,167 |
ALAN BILLER & ASSOCIATES5 years Filed as: ALAN BILLER Service code 27 · EIN 94-2854658 | Advisory (Plan) | $109,995 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $97,205 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $95,693 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Contract Administrator | $74,036 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.89% | 10.33%+0.6pp | 8.10%+2.8pp | 9.30%+1.6pp |
| Employer contribution / active EE | $23,964 | $14,972+60.1% | $28,649-16.4% | $12,551+90.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |