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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $253,461 |
BOSTON PARTNERS6 years Service code 28 64 EAST 42ND ST, STE 1550 · NEW YORK, NY 10165 | Investment Management | $216,486 |
TIC INTERNATIONAL CORPORATION7+ years Service code 10 · EIN 13-2600875 | Accounting | $119,422 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $106,024 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,000 |
Service code 28 550 SCIENCE DRIVE · MADISON, WI 53711 | Investment Management | $69,696 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $40,336 |
Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-2823147 | Legal | $26,437 |
Service code 10 · EIN 38-2284921 | Accounting | $22,200 |
TRADE SOLUTIONS5 years Service code 36 P.O. BOX 1318 · CLARKSTON, MI 48347 | Direct payment from the plan; Copying... | $8,626 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,002 | $76,774-24.5% | $112,270-48.3% | $77,906-25.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -1.79% | -10.25%+8.5pp | 27.49%-29.3pp | 12.16%-13.9pp |
| Employer contribution / active EE | $7,939 | $3,977+99.6% | $3,635+118.4% | $2,846+178.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $224 | $239-6.0% | $6,411-96.5% | $133+69.3% |