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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $1,028,026 |
Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $351,709 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF AND KAISER P L L C Service code 29 · EIN 52-0969534 | Legal | $272,886 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $249,632 |
LORD ABBETT1 year Filed as: LORD ABBETT AND CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $225,434 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1835864 | Actuarial | $189,758 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND COMPANY LP Service code 28 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $172,658 |
BOSTON PARTNERS1 year Filed as: BOSTON CAP Service code 28 · EIN 98-0202744 | Investment Management | $166,364 |
ULLICO1 year Service code 28 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $142,775 |
Service code 28 · EIN 36-3429599 | Investment Management | $113,511 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 7.19% | 16.24%-9.1pp | 14.64%-7.5pp | 1023.85%-1016.7pp |
| Employer contribution / active EE | $3,869 | $16,860-77.0% | $41,831-90.8% | $11,605-66.7% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |