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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $207,678 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $144,054 |
BOSTON PARTNERS2 years Service code 28 900 THIRD AVE, 32ND FLR · NEW YORK, NY 10022 | Investment Management | $127,841 |
TIC INTERNATIONAL CORPORATION3+ years Service code 10 · EIN 13-2600875 | Accounting | $109,544 |
LEGGHIO & ISRAEL, P.C.3+ years Service code 29 · EIN 38-1971448 | Legal | $86,847 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
WELLINGTON TRUST COMPANY3+ years Service code 28 280 CONNGRESS · BOSTON, MA 02210 | Investment Management | $31,418 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $24,999 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $22,319 |
Service code 10 · EIN 38-2284921 | Accounting | $20,900 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,885 | $60,396-17.4% | $83,831-40.5% | $75,289-33.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 4.64% | 3.84%+0.8pp | 850.99%-846.3pp | -0.04%+4.7pp |
| Employer contribution / active EE | $7,034 | $3,343+110.4% | $3,631+93.7% | $2,405+192.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $252 | $141+78.3% | $5,479-95.4% | $102+146.2% |