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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.1+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $323,374 |
ASB CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $111,119 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $98,506 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $79,042 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $71,480 |
BOLTON PARTNERS, INC.1+ years Service code 11 · EIN 52-1231144 | Actuarial | $59,201 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $52,828 |
FOUNDRY PARTNERS1+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $31,584 |
THE SINGLETON LAW GROUP1+ years Service code 29 · EIN 52-1330736 | Legal | $30,135 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.84% | 0.68%+1.2pp | -1.61%+3.5pp | -0.60%+2.4pp |
| Employer contribution / active EE | $8,764 | $10,568-17.1% | $30,840-71.6% | $12,272-28.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |