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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2273811 | Investment Management | $936,014 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 45-4783986 | Investment Management | $320,499 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $211,506 |
THE BANK OF NEW YORK MELLON4 years Filed as: ALCENTRA MULTI-STRATEGY EURO CREDIT Service code 28 · EIN 80-6263676 | Investment Management | $196,909 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL EQUITY FUND Service code 28 · EIN 20-5461810 | Investment Management | $172,412 |
AMERICAN FUNDS4 years Filed as: EB DYNAMIC GROWTH FUND Service code 28 · EIN 25-6078093 | Investment Management | $166,324 |
NEPC, LLC5+ years Service code 50 · EIN 26-1429809 | Direct Payment | $120,480 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 51-6568908 | Investment Management | $118,075 |
LOOMIS SAYLES4 years Service code 28 · EIN 04-3200030 | Investment Management | $107,135 |
LIBREMAX CAPITAL LLC2 years Service code 28 · EIN 27-2436175 | Investment Management | $95,787 |
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 | $182,990 | $81,719+123.9% | $101,275+80.7% | $90,274+102.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 4.19% | 337.64%-333.4pp | 46.46%-42.3pp | 53.97%-49.8pp |
| Employer contribution / active EE | $10,558 | $3,622+191.5% | $3,660+188.5% | $2,523+318.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $652 | $162+302.9% | $5,948-89.0% | $114+471.9% |