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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.3+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $122,093 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $93,180 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $70,227 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $64,779 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $28,701 |
COLUMBIA PARTNERS3+ years Filed as: COLUMBIA PARTNERS, LLC Service code 51 · EIN 52-1940739 | Investment Mgmt Fees | $28,589 |
BOSTON PARTNERS2 years Filed as: THE BOSTON COMPANY ASSMT MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $25,093 |
GORDON FEINBLATT LLC2 years Service code 29 · EIN 52-0627715 | Legal | $15,757 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 | Accounting | $11,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,784 | $221,442-91.1% | $92,240-78.6% | $77,958-74.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 10.29% | 15.65%-5.4pp | 176.29%-166.0pp | 20.87%-10.6pp |
| Employer contribution / active EE | $1,225 | $3,226-62.0% | $3,680-66.7% | $2,310-47.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $152 | $210-27.7% | $5,194-97.1% | $97+55.8% |