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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY4 years Service code 28 · EIN 04-2273811 | Investment Management | $1,038,787 |
NATIONAL INVESTMENT SERVICES7 years Service code 28 · EIN 45-4783986 | Investment Management | $353,052 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $230,652 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL EQUITY FUND Service code 28 · EIN 20-5461810 | Investment Management | $221,598 |
THE BANK OF NEW YORK MELLON7 years Filed as: ALCENTRA MULTI-STRATEGY EURO CREDIT Service code 28 · EIN 80-6263676 | Investment Management | $217,109 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $214,801 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INV MNGMT CAYMAN LTD Service code 28 | Investment Management | $190,124 |
LOOMIS SAYLES7 years Service code 28 · EIN 04-3200030 | Investment Management | $127,204 |
NEPC, LLC8+ years Service code 50 · EIN 26-1429809 | Direct Payment | $99,299 |
BASYS7 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $73,546 |
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 | $204,782 | $88,479+131.4% | $96,543+112.1% | $80,187+155.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -3.70% | 22.53%-26.2pp | 35.75%-39.4pp | 40.40%-44.1pp |
| Employer contribution / active EE | $11,370 | $4,177+172.2% | $3,741+204.0% | $2,980+281.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $839 | $211+296.7% | $6,737-87.5% | $145+478.5% |