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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION1+ years Service code 12 · EIN 13-2600875 | Claims processing; Contract Administr... | $65,884 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $63,325 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $40,680 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
CONSTRUCTION BENEFITS AUDIT CORP1+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $15,451 |
SUMMERS, SPENCER & COMPANY PA1+ years Service code 10 · EIN 48-1215584 | Accounting | $14,900 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $12,753 |
FEDERAL INSURANCE COMPANY1+ years Service code 23 · EIN 13-1963496 | Other insurance fees and expenses; In... | $9,510 |
BMO HARRIS BANK NA1+ years Service code 18 · EIN 39-1186267 | Direct payment from the plan; Investm... | $7,611 |
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 | $26,084 | $57,921-55.0% | $84,753-69.2% | $57,658-54.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.01% | 10.24%-10.2pp | 22.78%-22.8pp | 5.13%-5.1pp |
| Employer contribution / active EE | $1,822 | $2,598-29.9% | $3,574-49.0% | $1,974-7.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $143 | $130+10.0% | $5,333-97.3% | $95+51.0% |