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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $484,806 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $425,495 |
SEGALL BRYANT & HAMILL7+ years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $421,101 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $286,128 |
Service code 28 · EIN 80-0292839 | Investment Management | $228,625 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $199,356 |
WALTER SCOTT & PARTNERS LIMITED7+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 76-6192146 | Investment Management | $195,369 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $165,000 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $159,002 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $137,358 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,674 | $78,339+56.6% | $85,708+43.1% | $93,010+31.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 12.99% | 21.17%-8.2pp | 21.49%-8.5pp | 158.70%-145.7pp |
| Employer contribution / active EE | $2,444 | $2,560-4.5% | $2,618-6.6% | $2,705-9.6% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,922-100.0% | $4,561-100.0% |
| Admin fee / account holder | $474 | $104+356.7% | $6,876-93.1% | $152+212.8% |