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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $38,359 |
BOSTON PARTNERS3+ years Filed as: ROBECO/BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $25,552 |
Filed as: TCW GROUP Service code 28 · EIN 95-2749628 | Investment Management | $24,794 |
DICKINSON WRIGHT PLLC3+ years Filed as: DICKINSON GROUP, LLC Service code 14 · EIN 20-1241472 | Plan Administrator | $23,011 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $21,121 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,500 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $8,000 |
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 | $10,096 | $41,256-75.5% | $86,582-88.3% | $77,958-87.0% |
| Participation rate | 100.0% | 63.0%+37.0pp | 73.5%+26.5pp | 71.6%+28.4pp |
| Annual return | 14.64% | 17.67%-3.0pp | 965.08%-950.4pp | 20.87%-6.2pp |
| Employer contribution / active EE | $823 | $1,613-49.0% | $2,839-71.0% | $2,310-64.4% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $118 | $71+67.4% | $4,904-97.6% | $97+21.7% |