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| Provider | Service type | Compensation |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $134,945 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $120,291 |
TIC INTERNATIONAL CORPORATION1+ years Service code 10 · EIN 13-2600875 | Accounting | $103,573 |
WELLINGTON TRUST COMPANY1+ years Service code 28 280 CONGRESS · BOSTON, MA 02210 | Investment Management | $91,306 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $88,793 |
GOLDMAN SACHS1+ years Filed as: SEIZERT, HERSHEY & COMPANY, LLC Service code 28 · EIN 38-3553488 | Investment Management | $85,551 |
LEGGHIO & ISRAEL, P.C.1+ years Service code 29 · EIN 38-1971448 | Legal | $75,987 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORY, LLC Service code 28 · EIN 45-3328488 | Investment Management | $43,693 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $21,739 |
Service code 10 · EIN 38-2284921 | Accounting | $20,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,859 | $54,392-13.8% | $84,753-44.7% | $63,975-26.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -1.63% | 611.38%-613.0pp | 22.78%-24.4pp | 48.65%-50.3pp |
| Employer contribution / active EE | $4,767 | $2,943+62.0% | $3,574+33.4% | $2,182+118.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $248 | $136+82.7% | $5,333-95.3% | $70+252.3% |