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| Provider | Service type | Compensation |
|---|---|---|
ATPA1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $136,036 |
LOOMIS SAYLES1+ years Service code 28 · EIN 94-1554250 | Investment Management | $113,895 |
THE PARTNERS GROUP1+ years Filed as: PARTNERS GROUP Service code 28 150 SPEAR STREET, STE 1850 · SAN FRANCISCO, CA 94105 | Investment Management | $81,567 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST CO Service code 28 1555 PEACHTREE ST. NE · ATLANTA, GA 30309 | Investment Management | $76,323 |
KAUFMANN & GOBLE1+ years Service code 11 · EIN 94-2614826 | Actuarial | $46,200 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $45,978 |
AMERICAN FUNDS1+ years Filed as: JANUS CAPITAL GROUP Service code 28 · EIN 94-2854958 | Investment Management | $41,362 |
KRAW LAW GROUP1+ years Service code 29 · EIN 77-0171216 | Legal | $24,929 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $22,182 |
HEMMING MORSE1+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $18,411 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.79% | 3.49%-5.3pp | 4.16%-6.0pp | 7.18%-9.0pp |
| Employer contribution / active EE | $9,557 | $11,083-13.8% | $29,966-68.1% | $13,095-27.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |