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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY2 years Service code 28 · EIN 04-2273811 | Investment Management | $669,428 |
NATIONAL INVESTMENT SERVICES5 years Service code 28 · EIN 45-4783986 | Investment Management | $323,947 |
AMERICAN FUNDS5 years Filed as: EB DYNAMIC GROWTH FUND Service code 28 · EIN 25-6078093 | Investment Management | $223,070 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $216,641 |
THE BANK OF NEW YORK MELLON5 years Filed as: ALCENTRA MULTI-STRATEGY EURO CREDIT Service code 28 · EIN 80-6263676 | Investment Management | $174,354 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL EQUITY FUND Service code 28 · EIN 20-5461810 | Investment Management | $163,304 |
LOOMIS SAYLES5 years Service code 28 · EIN 04-3200030 | Investment Management | $140,071 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $134,089 |
NEPC, LLC6+ years Service code 50 · EIN 26-1429809 | Direct Payment | $122,406 |
GRAHAM GLOBAL4 years Service code 28 · EIN 06-1398337 | Investment Management | $64,654 |
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 | $206,974 | $88,770+133.2% | $109,191+89.6% | $93,010+122.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 13.47% | 60.64%-47.2pp | 25.76%-12.3pp | 158.70%-145.2pp |
| Employer contribution / active EE | $9,432 | $3,780+149.5% | $3,723+153.3% | $2,705+248.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $775 | $172+349.8% | $6,756-88.5% | $152+411.0% |