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| Provider | Service type | Compensation |
|---|---|---|
FIERA CAPITAL3 years Service code 28 · EIN 90-0947943 | Investment Management | $195,586 |
Filed as: WALTER SCOTT Service code 28 | Investment Management | $110,660 |
COMMERCE BANK7+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $107,019 |
BENESYS, INC.7+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $100,044 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 28 | Investment Management | $78,556 |
BOSTON TRUST WALDEN COMPANY2 years Service code 19 · EIN 04-2273811 | Securities Custodian | $66,921 |
LOCAL 5133 years Service code 50 · EIN 43-0338091 | Direct Payment | $41,994 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $32,934 |
NEPC, LLC7+ years Service code 16 · EIN 26-1429809 | Consulting | $25,000 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $19,110 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,288 | $78,104-58.7% | $82,768-61.0% | $78,104-58.7% |
| Participation rate | 95.6% | 74.5%+21.1pp | 72.6%+23.0pp | 74.5%+21.1pp |
| Annual return | -2.92% | 10.90%-13.8pp | 702.70%-705.6pp | 10.90%-13.8pp |
| Employer contribution / active EE | $2,512 | $3,128-19.7% | $3,008-16.5% | $3,128-19.7% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,395-100.0% | $5,089-100.0% |
| Admin fee / account holder | $124 | $79+57.1% | $5,326-97.7% | $79+57.1% |