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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Service code 28 · EIN 13-2889432 | Investment Management | $206,277 |
INCOME RESEARCH & MANAGEMENT7 years Service code 28 · EIN 04-2955404 | Investment Management | $139,501 |
Service code 28 · EIN 43-1273600 | Investment Management | $124,277 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $109,226 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE G Service code 30 · EIN 06-1175481 | Employee (plan); Direct payment from ... | $57,407 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE F Service code 30 · EIN 06-1175481 | Employee (plan); Direct payment from ... | $56,692 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE B Service code 30 · EIN 06-1175481 | Direct payment from the plan; Employe... | $54,293 |
ROBERT CHEVERIE4 years Filed as: ROBERT M. CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $52,553 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE I Service code 30 · EIN 06-1175481 | Direct payment from the plan; Employe... | $40,062 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE D Service code 30 · EIN 06-1175481 | Direct payment from the plan; Employe... | $40,041 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,638 | $241,850-84.0% | $102,437-62.3% | $200,096-80.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.68% | 17.67%-6.0pp | 24.95%-13.3pp | 34.26%-22.6pp |
| Employer contribution / active EE | $8,169 | $4,253+92.1% | $3,871+111.0% | $3,038+168.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $198 | $288-31.4% | $8,388-97.6% | $269-26.6% |