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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.9+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $141,882 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $83,426 |
RBC GLOBAL ASSET MANAGEMENT9+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $79,633 |
Filed as: INTERCONTINENTAL RE CORPORATION Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $60,842 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $50,000 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $40,592 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $29,809 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $26,033 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $21,583 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $12,555 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,312 | $88,479-77.0% | $96,538-79.0% | $80,169-74.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 7.21% | 22.53%-15.3pp | 35.74%-28.5pp | 40.39%-33.2pp |
| Employer contribution / active EE | $1,013 | $4,177-75.7% | $3,740-72.9% | $2,978-66.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $143 | $211-32.4% | $6,737-97.9% | $145-1.4% |