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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT4 years Service code 28 · EIN 04-2955404 | Investment Management | $46,443 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $30,426 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $21,134 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $17,114 |
Service code 28 · EIN 65-0080824 | Investment Management | $12,627 |
LSV ASSET MANAGEMENT6+ years Filed as: LSV MANAGEMENT Service code 28 · EIN 23-2772200 | Investment Management | $10,469 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 11.17% | 9.93%+1.2pp | -2.84%+14.0pp | 9.29%+1.9pp |
| Employer contribution / active EE | $629 | $11,565-94.6% | $33,329-98.1% | $15,168-95.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |