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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $174,775 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $140,041 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $123,317 |
TIC INTERNATIONAL CORPORATION2+ years Service code 10 · EIN 13-2600875 | Accounting | $103,397 |
LEGGHIO & ISRAEL, P.C.2+ years Service code 29 · EIN 38-1971448 | Legal | $98,932 |
WELLINGTON TRUST COMPANY2+ years Service code 28 280 CONGRESS · BOSTON, MA 02210 | Investment Management | $75,507 |
BOSTON PARTNERS1 year Service code 28 900 THIRD AVE, 32ND FLR · NEW YORK, NY 10022 | Investment Management | $65,456 |
GOLDMAN SACHS2+ years Filed as: SEIZERT, HERSHEY & COMPANY, LLC Service code 28 · EIN 38-3553488 | Investment Management | $27,984 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $22,352 |
Service code 10 · EIN 38-2284921 | Accounting | $20,800 |
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 | $49,486 | $221,442-77.7% | $92,240-46.4% | $77,958-36.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 7.73% | 15.65%-7.9pp | 176.29%-168.6pp | 20.87%-13.1pp |
| Employer contribution / active EE | $4,885 | $3,226+51.4% | $3,680+32.7% | $2,310+111.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $264 | $210+25.7% | $5,194-94.9% | $97+170.7% |