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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $242,290 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $161,618 |
BOSTON PARTNERS4 years Service code 28 900 THIRD AVE, 32ND FLR · NEW YORK, NY 10022 | Investment Management | $115,753 |
TIC INTERNATIONAL CORPORATION5+ years Service code 10 · EIN 13-2600875 | Accounting | $113,711 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,000 |
LEGGHIO & ISRAEL, P.C.5+ years Service code 29 · EIN 38-1971448 | Legal | $74,046 |
ANCORA ADVISORS2 years Filed as: ANCORA ADVISORY, LLC Service code 28 121 W LONG LAKE RD, 350 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $53,742 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $30,435 |
WELLINGTON TRUST COMPANY5+ years Service code 28 280 ONGRESS · BOSTON, MA 02109 | Investment Management | $24,548 |
Service code 10 · EIN 38-2284921 | Accounting | $21,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,224 | $81,719-36.1% | $101,275-48.4% | $90,274-42.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | -0.74% | 337.64%-338.4pp | 46.46%-47.2pp | 53.97%-54.7pp |
| Employer contribution / active EE | $6,435 | $3,622+77.7% | $3,660+75.8% | $2,523+155.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $257 | $162+58.8% | $5,948-95.7% | $114+125.3% |