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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $169,187 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $152,225 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $96,149 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $91,800 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $81,731 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $75,991 |
EARNEST PARTNERS, LLC1+ years Service code 28 · EIN 58-2386669 | Investment Management | $61,480 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $60,925 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $45,999 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 33 BENEDICT PLACE · GREENWICH, CT 06830 | Investment Management | $35,559 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,784 | $50,626-80.7% | $84,753-88.5% | $65,292-85.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | -2.01% | 5.34%-7.3pp | 22.78%-24.8pp | 11.84%-13.8pp |
| Employer contribution / active EE | $1,391 | $3,033-54.1% | $3,574-61.1% | $2,302-39.6% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $82 | $97-15.6% | $5,333-98.5% | $57+42.3% |