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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $68,780 |
TIC INTERNATIONAL CORPORATION2+ years Service code 12 · EIN 13-2600875 | Contract Administrator; Claims proces... | $65,621 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $36,727 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
SUMMERS, SPENCER & COMPANY PA2+ years Service code 10 · EIN 48-1215584 | Accounting | $16,000 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $13,094 |
CONSTRUCTION BENEFITS AUDIT CORP2+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $10,937 |
FEDERAL INSURANCE COMPANY2+ years Service code 23 · EIN 13-1963496 | Other insurance fees and expenses; In... | $9,692 |
BMO HARRIS BANK NA2+ years Service code 18 · EIN 39-1186267 | Investment management fees paid direc... | $7,956 |
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 | $25,725 | $60,545-57.5% | $92,240-72.1% | $69,631-63.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 6.44% | 19.71%-13.3pp | 176.29%-169.9pp | 27571.02%-27564.6pp |
| Employer contribution / active EE | $1,938 | $2,633-26.4% | $3,680-47.3% | $2,032-4.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $133 | $145-8.4% | $5,194-97.4% | $110+20.1% |