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| Provider | Service type | Compensation |
|---|---|---|
US BANK7+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities); In... | $189,756 |
VERUS4 years Service code 28 · EIN 91-1320111 | Investment Management | $179,992 |
ARROWSTREET CAPITAL7+ years Service code 28 · EIN 04-3472863 | Investment Management | $133,615 |
ZENITH AMERICAN SOLUTIONS4 years Service code 14 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Plan Administrator | $124,667 |
NWPS1 year Service code 11 · EIN 91-2090931 | Actuarial | $122,750 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON Service code 28 · EIN 27-3649481 | Investment Management | $119,709 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER Service code 27 · EIN 94-2854658 | Advisory (Plan) | $100,300 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $83,217 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY LP Service code 10 · EIN 45-0250958 | Accounting | $80,083 |
BHMS7+ years Service code 28 · EIN 20-8311160 | Investment Management | $78,427 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 11.88% | 19.37%-7.5pp | 11.08%+0.8pp | 15.63%-3.7pp |
| Employer contribution / active EE | $20,759 | $13,107+58.4% | $28,418-27.0% | $11,476+80.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |