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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $16,106 |
WILMINGTON TRUST1+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 | Securities Custodian | $12,495 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $10,687 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL BRYANT AND HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $8,606 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $8,059 |
HOLM & O'HARA1+ years Service code 29 · EIN 13-3591118 | Legal | $6,987 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $5,307 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,635 | $57,921-83.4% | $84,753-88.6% | $57,658-83.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 1.98% | 10.24%-8.3pp | 22.78%-20.8pp | 5.13%-3.2pp |
| Employer contribution / active EE | $3,018 | $2,598+16.2% | $3,574-15.6% | $1,974+52.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $146 | $130+12.3% | $5,333-97.3% | $95+54.1% |