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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $23,726 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $13,652 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $11,250 |
SEGALL BRYANT & HAMILL5+ years Filed as: SEGALL BRYANT AND HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $11,247 |
WILMINGTON TRUST5+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 | Securities Custodian | $10,916 |
MSPC3 years Service code 10 · EIN 22-2951202 | Accounting | $10,673 |
HOLM & O'HARA5+ years Service code 29 · EIN 13-3591118 | Legal | $8,629 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CREDIT PARTNERS Service code 28 · EIN 46-4179556 | Investment Management | $7,706 |
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 | $13,710 | $91,517-85.0% | $101,271-86.5% | $73,412-81.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 3.60% | 17.17%-13.6pp | 46.48%-42.9pp | 59.30%-55.7pp |
| Employer contribution / active EE | $3,696 | $2,877+28.5% | $3,660+1.0% | $2,234+65.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $187 | $216-13.5% | $5,948-96.9% | $158+18.2% |