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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 2001 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Investment Management | $38,386 |
ADP BROKER-DEALER5 years Filed as: ADP, INC Service code 49 PO BOX 842875 · BOSTON, MA 02284 | Other Services | $7,407 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $396,305-100.0% | $396,305-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 19.0%-19.0pp | 13.3%-13.3pp | 31.0%-31.0pp |
| Annual return | -101.32% | 96.71%-198.0pp | 78.99%-180.3pp | 14.18%-115.5pp |
| Employer contribution / active EE | $0 | $35,411-100.0% | $29,717-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $246-100.0% | $224-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $3,725-100.0% | $17,688-100.0% |