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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $43,340 |
Filed as: TCW GROUP Service code 28 · EIN 95-2749628 | Investment Management | $25,500 |
BOSTON PARTNERS4+ years Filed as: ROBECO/BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $25,400 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $24,480 |
DICKINSON WRIGHT PLLC4+ years Filed as: DICKINSON GROUP, LLC Service code 14 · EIN 20-1241472 | Plan Administrator | $23,011 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $17,113 |
Service code 10 · EIN 16-1120588 | Accounting | $6,798 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,250 |
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 | $10,417 | $37,884-72.5% | $79,467-86.9% | $75,289-86.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | -2.20% | 1.06%-3.3pp | 718.30%-720.5pp | -0.04%-2.2pp |
| Employer contribution / active EE | $923 | $1,680-45.1% | $2,800-67.0% | $2,405-61.6% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $125 | $77+63.5% | $5,104-97.5% | $102+22.4% |