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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $98,395 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS, LLC Service code 11 · EIN 52-1231144 | Actuarial | $59,073 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $50,612 |
LSV ASSET MANAGEMENT3+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $46,464 |
WILMINGTON TRUST1 year Service code 19 · EIN 16-0538020 | Securities Custodian | $33,236 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS SECURITIES, LTD. Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $29,285 |
INVESCO2 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $20,614 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES AND COMPANY, L.P. Service code 51 · EIN 04-0320003 | Investment Mgmt Fees | $18,168 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 2 EXECUTIVE CAMPUS 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $17,727 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.78% | 13.03%+0.7pp | 10.36%+3.4pp | 23.90%-10.1pp |
| Employer contribution / active EE | $5,358 | $15,779-66.0% | $37,738-85.8% | $16,539-67.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |