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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $80,580 |
WILSON-MCSHANE CORPORATION7 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $76,489 |
Service code 29 · EIN 43-1174269 | Legal | $24,332 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $21,500 |
RUBINBROWN LLP6 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $20,900 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $18,078 |
CONSTRUCTION BENEFITS AUDIT CORP10+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $17,623 |
COMMERCE BANK1 year Filed as: COMMERCE TRUST Service code 21 | Bank Trustee | $7,428 |
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 | $28,237 | $86,882-67.5% | $150,734-81.3% | $69,255-59.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 6.17% | 10.69%-4.5pp | 600.81%-594.6pp | 26.73%-20.6pp |
| Employer contribution / active EE | $2,862 | $5,194-44.9% | $4,918-41.8% | $2,645+8.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $129 | $630-79.5% | $14,905-99.1% | $733-82.4% |