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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $215,331 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $150,811 |
BOSTON PARTNERS3 years Service code 28 900 THIRD AVE, 32ND FLR · NEW YORK, NY 10022 | Investment Management | $132,057 |
TIC INTERNATIONAL CORPORATION4+ years Service code 10 · EIN 13-2600875 | Accounting | $118,357 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,000 |
WELLINGTON TRUST COMPANY4+ years Service code 28 280 CONGRESS · BOSTON, MA 02210 | Investment Management | $82,008 |
LEGGHIO & ISRAEL, P.C.4+ years Service code 29 · EIN 38-1971448 | Legal | $68,014 |
ANCORA ADVISORS1 year Filed as: ANCORA ADVISORY, LLC Service code 28 121 W LONG LAKE RD, 350 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $51,199 |
Filed as: FIFHT THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $30,191 |
Service code 10 · EIN 38-2284921 | Accounting | $21,000 |
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 | $51,385 | $66,051-22.2% | $92,916-44.7% | $77,775-33.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 5.67% | 20.69%-15.0pp | 109.45%-103.8pp | 32.58%-26.9pp |
| Employer contribution / active EE | $6,459 | $3,426+88.5% | $3,654+76.8% | $2,504+157.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $270 | $148+82.6% | $5,796-95.3% | $100+169.8% |