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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $110,020 |
WILSON-MCSHANE CORPORATION4 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $70,112 |
Service code 29 · EIN 43-1174269 | Legal | $30,994 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $25,636 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
RUBINBROWN LLP3 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $18,050 |
CONSTRUCTION BENEFITS AUDIT CORP7+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $12,885 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 50 · EIN 46-0619194 | Direct Payment | $9,901 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,112 | $106,236-73.5% | $112,263-75.0% | $64,824-56.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 1.32% | -6.02%+7.3pp | 27.49%-26.2pp | 32.84%-31.5pp |
| Employer contribution / active EE | $2,545 | $3,167-19.6% | $3,636-30.0% | $2,507+1.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $143 | $452-68.4% | $6,410-97.8% | $188-24.1% |