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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 | Investment Management | $76,532 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $62,123 |
Service code 29 · EIN 43-1174269 | Legal | $34,141 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $18,800 |
CONSTRUCTION BENEFITS AUDIT CORP5+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $18,518 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $12,971 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 50 · EIN 46-0619194 | Direct Payment | $9,921 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 18 · EIN 39-1186267 | Direct payment from the plan; Investm... | $8,488 |
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 | $24,982 | $91,517-72.7% | $101,275-75.3% | $73,412-66.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -1.56% | 17.17%-18.7pp | 46.48%-48.0pp | 59.30%-60.9pp |
| Employer contribution / active EE | $2,388 | $2,877-17.0% | $3,660-34.8% | $2,234+6.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $133 | $216-38.4% | $5,948-97.8% | $158-15.8% |