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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $490,088 |
FIERA CAPITAL3 years Service code 28 · EIN 90-0947943 | Investment Management | $368,782 |
Filed as: AXIOM INVESTORS Service code 28 33 BENEDICT PL · GREENWICH, CT 06830 | Investment Management | $332,496 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $223,328 |
NATIONAL INVESTMENT SERVICES6 years Service code 28 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $180,611 |
GOLDMAN SACHS6 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 WEST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $176,777 |
BERNZOTT CAPITAL ADVISORS3 years Service code 28 2802 FLINTROCK TRACE · LAKEWAY, TX 78738 | Investment Management | $162,371 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $156,339 |
GOLDMAN SACHS2 years Filed as: CRESCENT MEZZANINE PARTNERS VIIB, L Service code 28 · EIN 47-3358654 11100 SANTA MONICA BLVD STE 2000 · LOS ANGELES, CA 90025 | Investment Management | $123,957 |
NEPC, LLC7+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $110,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -1.54% | 23.41%-25.0pp | 0.46%-2.0pp | 23.41%-25.0pp |
| Employer contribution / active EE | $20,861 | $12,650+64.9% | $35,480-41.2% | $12,650+64.9% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |