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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS7 years Service code 28 64 EAST 42ND ST, STE 1550 · NEW YORK, NY 10165 | Investment Management | $271,518 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $252,802 |
TIC INTERNATIONAL CORPORATION8+ years Service code 10 · EIN 13-2600875 | Accounting | $124,600 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $101,011 |
Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-2823147 | Legal | $98,856 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,000 |
MADISON INVESTMENT ADVISORS2 years Service code 28 550 SCIENCE DRIVE · MADISON, WI 53711 | Investment Management | $60,647 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $38,032 |
Service code 10 · EIN 38-2284921 | Accounting | $24,600 |
TRADE SOLUTIONS6 years Service code 36 P.O. BOX 1318 · CLARKSTON, MI 48347 | Direct payment from the plan; Copying... | $12,162 |
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 | $59,219 | $88,479-33.1% | $96,543-38.7% | $80,187-26.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 2.62% | 22.53%-19.9pp | 35.75%-33.1pp | 40.40%-37.8pp |
| Employer contribution / active EE | $8,608 | $4,177+106.1% | $3,741+130.1% | $2,980+188.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $256 | $211+21.0% | $6,737-96.2% | $145+76.4% |