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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION4+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $339,026 |
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $143,613 |
SCHRODER INVESTMENT MANAGEMENT4+ years Filed as: SCHRODER INV MGMT NORTH AMERICA INC Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $113,373 |
VENUTI & ASSOCIATES4+ years Service code 11 · EIN 04-3721424 | Actuarial | $96,000 |
ALAN BILLER & ASSOCIATES4+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $94,615 |
DONALDSON CAPITAL MANAGEMENT4+ years Filed as: DONALDSON & CORNWELL Service code 29 · EIN 33-0469098 | Legal | $94,461 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $65,993 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, INC. Service code 51 555 CALIFORNIA ST STE 3300 · SAN FRANCISCO, CA 94104 | Investment Mgmt Fees | $64,212 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $61,865 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TR CO, N.A. Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $58,103 |
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Employer contribution per participant 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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.25% | 39.99%-44.2pp | 4.36%-8.6pp | 33.37%-37.6pp |
| Employer contribution / active EE | $1,752 | $11,066-84.2% | $27,383-93.6% | $11,253-84.4% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |