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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,237 | $92,224-69.4% | $105,223-73.2% | $79,634-64.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 6.17% | 88.65%-82.5pp | 180.65%-174.5pp | 36.46%-30.3pp |
| Employer contribution / active EE | $2,862 | $3,965-27.8% | $3,689-22.4% | $2,529+13.2% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $129 | $1,121-88.5% | $8,859-98.5% | $1,002-87.1% |