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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOSTON TRUST WALDEN Service code 28 · EIN 04-2273811 | Investment Management | $1,164,583 |
NATIONAL INVESTMENT SERVICES9 years Service code 28 · EIN 45-4783986 | Investment Management | $550,098 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $266,407 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $241,335 |
Service code 28 · EIN 20-3834766 | Investment Management | $241,125 |
NEPC, LLC10+ years Service code 50 · EIN 26-1429809 | Direct Payment | $188,747 |
400 CAPITAL MANAGEMENT LLC3 years Service code 28 · EIN 84-2312688 | Investment Management | $168,516 |
Filed as: DAVIDSON KEMPNER CAPITAL MANAGEMENT Service code 28 · EIN 13-3863161 | Investment Management | $157,458 |
Service code 28 · EIN 33-1117438 | Investment Management | $122,803 |
LOOMIS SAYLES9 years Service code 28 · EIN 04-3200030 | Investment Management | $84,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $232,521 | $105,028+121.4% | $107,187+116.9% | $100,573+131.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 6.12% | 10.61%-4.5pp | 204.55%-198.4pp | 18.89%-12.8pp |
| Employer contribution / active EE | $12,310 | $5,641+118.2% | $3,782+225.5% | $3,763+227.1% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $963 | $355+171.4% | $9,162-89.5% | $454+112.1% |