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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS3+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $747,399 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 45-4783986 | Investment Management | $296,370 |
THE BANK OF NEW YORK MELLON2 years Filed as: ALCENTRA MULTI-STRATEGY EURO CREDIT Service code 28 · EIN 80-6263676 | Investment Management | $177,982 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 51-6568908 | Investment Management | $160,946 |
AMERICAN FUNDS2 years Filed as: EB DYNAMIC GROWTH FUND Service code 28 · EIN 25-6078093 | Investment Management | $134,153 |
NEPC, LLC3+ years Service code 50 · EIN 26-1429809 | Direct Payment | $115,323 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $110,899 |
ALEUTIAN1 year Service code 28 · EIN 98-0566066 | Investment Management | $98,281 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $78,082 |
Service code 28 · EIN 20-3834766 | Investment Management | $75,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,395 | $60,396+192.1% | $83,831+110.4% | $75,289+134.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 11.33% | 3.84%+7.5pp | 850.99%-839.7pp | -0.04%+11.4pp |
| Employer contribution / active EE | $10,418 | $3,343+211.6% | $3,631+186.9% | $2,405+333.2% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $462 | $141+227.5% | $5,479-91.6% | $102+352.1% |