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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES8+ years Service code 28 · EIN 84-3937993 | Investment Management | $428,543 |
BOSTON PARTNERS8+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $204,701 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $136,604 |
R. LAINO7 years Service code 14 · EIN 36-6102397 | Plan Administrator | $116,759 |
WILLIG, WILLIAMS & DAVIDSON8+ years Service code 29 · EIN 23-2416488 | Legal | $109,801 |
LOOMIS SAYLES5 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $106,985 |
MOORE COLSON1 year Filed as: M. MOORE Service code 30 · EIN 36-6102397 | Employee (plan) | $106,277 |
CTM LEGAL GROUP2 years Service code 29 · EIN 46-1047517 | Legal | $105,320 |
Z. FRANKENBACH1 year Service code 30 · EIN 36-6102397 | Employee (plan) | $92,347 |
BANSLEY AND KIENER, LLP8+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $91,938 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | -6.55% | 9.11%-15.7pp | 9.36%-15.9pp | 9.11%-15.7pp |
| Employer contribution / active EE | $13,672 | $12,231+11.8% | $31,270-56.3% | $12,231+11.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |