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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY3 years Service code 28 · EIN 04-2273811 | Investment Management | $1,326,154 |
NATIONAL INVESTMENT SERVICES6 years Service code 28 · EIN 45-4783986 | Investment Management | $332,313 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $238,852 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL EQUITY FUND Service code 28 · EIN 20-5461810 | Investment Management | $227,573 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $223,376 |
THE BANK OF NEW YORK MELLON6 years Filed as: ALCENTRA MULTI-STRATEGY EURO CREDIT Service code 28 · EIN 80-6263676 | Investment Management | $220,300 |
NEPC, LLC7+ years Service code 50 · EIN 26-1429809 | Direct Payment | $126,473 |
Filed as: BNY MELLON INV MNGMT CAYMAN LTD Service code 28 | Investment Management | $123,554 |
GRAHAM GLOBAL5 years Service code 28 · EIN 06-1398337 | Investment Management | $63,921 |
BASYS6 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $56,601 |
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 | $216,541 | $76,774+182.0% | $112,270+92.9% | $77,906+178.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | 9.45% | -10.25%+19.7pp | 27.49%-18.0pp | 12.16%-2.7pp |
| Employer contribution / active EE | $11,356 | $3,977+185.6% | $3,635+212.4% | $2,846+299.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $962 | $239+302.5% | $6,411-85.0% | $133+625.4% |