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| Provider | Service type | Compensation |
|---|---|---|
ATPA2+ years Service code 13 · EIN 94-1713371 | Contract Administrator | $147,684 |
Service code 28 · EIN 75-2403190 | Investment Management | $134,962 |
LOOMIS SAYLES2+ years Service code 28 · EIN 84-6391546 | Investment Management | $132,377 |
KRAW LAW GROUP2+ years Service code 29 · EIN 77-0171216 | Legal | $108,545 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $93,027 |
RAEL & LETSON2+ years Filed as: RAEL LETSON Service code 11 · EIN 94-1701048 | Actuarial | $92,630 |
JACOBS & COMPANY2+ years Service code 28 · EIN 94-3056301 | Investment Management | $86,167 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $85,000 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATERSON Service code 50 1801 E 9TH ST, SUITE 1400 · CLEVELAND, OH 44114 | Direct Payment | $71,151 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $61,742 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.41% | 5.13%+3.3pp | 4.74%+3.7pp | 7.18%+1.2pp |
| Employer contribution / active EE | $3,722 | $14,689-74.7% | $36,089-89.7% | $13,095-71.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |