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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $192,549 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $182,557 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $78,640 |
GOLDMAN SACHS2+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $74,068 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $60,119 |
EARNEST PARTNERS, LLC2+ years Service code 28 · EIN 58-2386669 | Investment Management | $60,039 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $58,489 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 33 BENEDICT PLACE · GREENWICH, CT 06830 | Investment Management | $55,130 |
Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3763096 | Legal | $45,043 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $38,898 |
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 | $10,580 | $59,184-82.1% | $92,240-88.5% | $177,276-94.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 11.17% | 15.88%-4.7pp | 176.29%-165.1pp | 21.25%-10.1pp |
| Employer contribution / active EE | $1,404 | $2,985-53.0% | $3,680-61.8% | $2,479-43.4% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $84 | $98-14.7% | $5,194-98.4% | $154-45.5% |