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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.2+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $116,963 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $90,003 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $68,387 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $56,322 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
COLUMBIA PARTNERS2+ years Filed as: COLUMBIA PARTNERS, LLC Service code 51 · EIN 52-1940739 | Investment Mgmt Fees | $28,428 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $24,107 |
BOSTON PARTNERS1 year Filed as: THE BOSTON COMPANY ASSMT MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $18,844 |
GORDON FEINBLATT LLC1 year Service code 29 · EIN 52-0627715 | Legal | $14,338 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $10,819 |
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 | $19,321 | $54,392-64.5% | $84,753-77.2% | $63,975-69.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.07% | 611.38%-606.3pp | 22.78%-17.7pp | 48.65%-43.6pp |
| Employer contribution / active EE | $1,275 | $2,943-56.7% | $3,574-64.3% | $2,182-41.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $154 | $136+13.3% | $5,333-97.1% | $70+118.5% |