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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $141,716 |
VERUS3 years Service code 28 · EIN 91-1320111 800 FIFTH AVENUE, SUITE 3900 · SEATTLE, WA 98104 | Investment Management | $130,910 |
KAUFMANN & GOBLE6+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST, SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $119,750 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $86,758 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON Service code 28 · EIN 27-3649481 | Investment Management | $80,294 |
ARROWSTREET CAPITAL6+ years Service code 28 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Investment Management | $68,847 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER Service code 27 · EIN 94-2854658 535 MIDLEFIELD RD SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $61,202 |
NANCY FERGUSON6+ years Filed as: NANCY YANKO Service code 30 · EIN 94-6082956 | Direct payment from the plan; Employe... | $53,583 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 540 WEST MADISON STREET, SUITE 1900 · CHICAGO, IL 60661 | Investment Management | $49,938 |
BHMS6+ years Service code 28 · EIN 20-8311160 | Investment Management | $49,438 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.71% | 6.82%+4.9pp | 8.01%+3.7pp | 12.86%-1.1pp |
| Employer contribution / active EE | $19,055 | $12,695+50.1% | $29,476-35.4% | $13,687+39.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |