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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT5+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $154,408 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $149,951 |
DRIEHAUS CAPITAL MANAGEMENT LLC5+ years Service code 51 · EIN 20-3634295 | Investment Mgmt Fees | $149,034 |
MEKETA INVESTMENT GROUP5+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $142,694 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 | Securities Custodian | $139,717 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $125,487 |
EMPLOYEE 53 years Filed as: EMPLOYEE 7 Service code 30 · EIN 95-6035386 | Employee (plan) | $79,185 |
FRONTIER CAPITAL MANAGEMENT5+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO, LLP Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $76,404 |
SEYFARTH SHAW LLP5+ years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $70,093 |
Filed as: AMERIPRISE TRUST COMPANY Service code 67 · EIN 41-0007957 | Other insurance wrap fees | $64,933 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.81% | 12.20%+3.6pp | 10.56%+5.3pp | 21.83%-6.0pp |
| Employer contribution / active EE | $8,801 | $12,801-31.2% | $30,199-70.9% | $12,237-28.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |