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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.1+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $109,559 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $80,856 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $70,362 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $56,067 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $41,728 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
COLUMBIA PARTNERS1+ years Filed as: COLUMBIA PARTNERS, LLC Service code 51 · EIN 52-1940739 | Investment Mgmt Fees | $27,515 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $22,832 |
FOUNDRY PARTNERS1+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $9,248 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 | Accounting | $8,850 |
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 | $18,514 | $55,516-66.7% | $75,784-75.6% | $59,188-68.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 2.38% | -1.89%+4.3pp | 9.68%-7.3pp | 5.51%-3.1pp |
| Employer contribution / active EE | $1,306 | $2,604-49.8% | $3,323-60.7% | $2,098-37.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $153 | $110+38.8% | $5,300-97.1% | $92+65.6% |