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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.7+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $147,265 |
RBC GLOBAL ASSET MANAGEMENT7+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $87,377 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $74,799 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $69,221 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $45,000 |
BOSTON PARTNERS6 years Filed as: THE BOSTON COMPANY ASSMT MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $39,182 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $28,740 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $27,753 |
GORDON FEINBLATT LLC6 years Service code 29 · EIN 52-0627715 | Legal | $18,344 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $10,100 |
Employer contribution per participant 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 | $22,036 | $88,770-75.2% | $109,188-79.8% | $93,010-76.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 12.15% | 60.64%-48.5pp | 25.76%-13.6pp | 158.70%-146.6pp |
| Employer contribution / active EE | $928 | $3,780-75.5% | $3,723-75.1% | $2,705-65.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $158 | $172-8.4% | $6,755-97.7% | $152+4.1% |