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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $425,128 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST CO. Service code 28 · EIN 20-8080381 | Investment Management | $342,603 |
WESTFIELD CAPITAL MANAGEMENT10+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $328,286 |
Filed as: INTERCONTINENTAL R/E CORPORATION Service code 28 · EIN 04-2895544 | Investment Management | $310,234 |
SEGALL BRYANT & HAMILL10+ years Service code 28 · EIN 41-1788385 | Investment Management | $296,432 |
GREAT LAKES ADVISORS, LLC4 years Service code 28 · EIN 80-0292839 | Investment Management | $222,755 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $190,000 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $184,859 |
HAMILTON LANE ADVISORS, LLC3 years Service code 28 · EIN 23-2962336 | Investment Management | $150,357 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $77,085 |
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 | $97,801 | $81,301+20.3% | $76,030+28.6% | $200,096-51.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 3.91% | 16.31%-12.4pp | 361.54%-357.6pp | 34.26%-30.4pp |
| Employer contribution / active EE | $3,692 | $3,352+10.1% | $2,688+37.4% | $3,038+21.5% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,257-100.0% | $5,090-100.0% |
| Admin fee / account holder | $446 | $145+207.6% | $6,421-93.0% | $269+65.7% |