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| Provider | Service type | Compensation |
|---|---|---|
JACOBS & COMPANY1+ years Service code 28 · EIN 94-6056301 | Investment Management | $49,622 |
ATPA1+ years Service code 13 · EIN 94-1220078 | Contract Administrator | $41,155 |
LOOMIS SAYLES1+ years Service code 28 · EIN 84-6391546 | Investment Management | $25,387 |
HEMMING MORSE1+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $16,194 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $15,998 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $15,000 |
US BANK1+ years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $13,020 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS, COWELL & BOWE Service code 29 · EIN 94-1709555 | Legal | $12,738 |
KRAW LAW GROUP1+ years Service code 29 · EIN 77-0171216 | Legal | $6,181 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,413-100.0% | $123,105-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 86.8%-86.8pp | 69.2%-69.2pp |
| Annual return | 1.63% | 6.30%-4.7pp | 13.22%-11.6pp | 10.78%-9.2pp |
| Employer contribution / active EE | $1,343 | $3,050-56.0% | $5,151-73.9% | $1,899-29.2% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |