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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 80-0169636 | Investment Management | $393,060 |
BOSTON PARTNERS7+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $162,458 |
W. COLI7+ years Service code 14 · EIN 36-6102397 | Plan Administrator | $144,728 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $115,878 |
BANSLEY AND KIENER, LLP7+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $115,115 |
R. LAINO6 years Service code 30 · EIN 36-6102397 | Employee (plan) | $96,248 |
WILLIG, WILLIAMS & DAVIDSON7+ years Service code 29 · EIN 23-2416488 | Legal | $94,258 |
LOOMIS SAYLES4 years Service code 28 39533 WOODWARD SUITE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $93,756 |
FOSTER & FOSTER7+ years Filed as: FOSTER AND FOSTER Service code 11 · EIN 59-1921114 | Actuarial | $86,130 |
MOORE COLSON6 years Filed as: M.E. MOORE Service code 30 · EIN 36-6102397 | Employee (plan) | $83,164 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | 6.13% | 23.41%-17.3pp | 0.46%+5.7pp | 23.41%-17.3pp |
| Employer contribution / active EE | $12,724 | $12,650+0.6% | $35,480-64.1% | $12,650+0.6% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |