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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.2+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $210,837 |
ASB CAPITAL MANAGEMENT2+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $123,691 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $95,742 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $78,174 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $74,526 |
BOSTON PARTNERS1 year Filed as: THE BOSTON COMPANY ASSET MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $69,346 |
BOLTON PARTNERS, INC.2+ years Service code 11 · EIN 52-1231144 | Actuarial | $50,028 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $23,001 |
THE SINGLETON LAW GROUP2+ years Service code 29 · EIN 52-1330736 | Legal | $22,615 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.54% | 3.49%+3.0pp | 4.16%+2.4pp | 7.18%-0.6pp |
| Employer contribution / active EE | $9,465 | $11,083-14.6% | $29,966-68.4% | $13,095-27.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |