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| Provider | Service type | Compensation |
|---|---|---|
EARNEST PARTNERS, LLC5+ years Service code 28 · EIN 58-2386669 | Investment Management | $98,814 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $88,475 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $88,300 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $74,024 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $73,468 |
Filed as: NOVARA TESIJA & CATENACCI, PPLC Service code 29 · EIN 38-3763096 | Legal | $68,730 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 33 BENEDICT PLACE · GREENWICH, CT 06830 | Investment Management | $67,855 |
BENESYS, INC.5+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $64,990 |
PERMIRA ADVISORS LLP1 year Service code 28 | Investment Management | $55,205 |
GOLDMAN SACHS5+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $49,751 |
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 | $10,417 | $73,497-85.8% | $101,275-89.7% | $93,223-88.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | -0.32% | 11.66%-12.0pp | 46.48%-46.8pp | 19.29%-19.6pp |
| Employer contribution / active EE | $1,569 | $3,600-56.4% | $3,660-57.1% | $2,680-41.5% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,371-100.0% | $4,563-100.0% |
| Admin fee / account holder | $74 | $121-38.8% | $5,948-98.8% | $79-6.6% |