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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.6+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $126,888 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $72,016 |
RBC GLOBAL ASSET MANAGEMENT6+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $68,069 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $55,872 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $44,700 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $33,933 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $30,294 |
GORDON FEINBLATT LLC5 years Service code 29 · EIN 52-0627715 | Legal | $27,094 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $26,317 |
BOSTON PARTNERS5 years Filed as: THE BOSTON COMPANY ASSMT MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $25,074 |
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 | $21,312 | $81,719-73.9% | $101,275-79.0% | $90,274-76.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 8.87% | 337.64%-328.8pp | 46.48%-37.6pp | 53.97%-45.1pp |
| Employer contribution / active EE | $933 | $3,622-74.2% | $3,660-74.5% | $2,523-63.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $147 | $162-9.0% | $5,948-97.5% | $114+29.2% |